See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,487 | $30,400+92.4% | $53,898+8.5% | $84,808-31.0% |
| Participation rate | 6.7% | 46.4%-39.7pp | 55.0%-48.2pp | 68.3%-61.6pp |
| Annual return | 19.40% | 500.19%-480.8pp | 528.60%-509.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $141 | $603-76.6% | $932-84.9% | $2,631-94.6% |
| Participant deferral / active EE | $286 | $1,199-76.1% | $1,826-84.3% | $4,212-93.2% |
| Admin fee / account holder | $225 | $1,993-88.7% | $2,491-91.0% | $7,344-96.9% |