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 | $29,319+99.5% | $52,425+11.6% | $82,448-29.1% |
| Participation rate | 6.7% | 46.9%-40.1pp | 55.6%-48.9pp | 68.1%-61.3pp |
| Annual return | 19.40% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $141 | $586-76.0% | $914-84.6% | $2,551-94.5% |
| Participant deferral / active EE | $286 | $1,171-75.6% | $1,790-84.0% | $4,139-93.1% |
| Admin fee / account holder | $225 | $1,962-88.5% | $2,495-91.0% | $7,234-96.9% |