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 | $32,549 | $73,515-55.7% | $62,995-48.3% | $147,584-77.9% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.8%-16.5pp | 82.8%-24.5pp |
| Annual return | 20.62% | 175.43%-154.8pp | 87.57%-66.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,076 | $3,320-67.6% | $2,759-61.0% | $4,876-77.9% |
| Participant deferral / active EE | $2,107 | $4,185-49.6% | $3,329-36.7% | $5,439-61.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |