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 | $42,598 | $99,020-57.0% | $86,590-50.8% | $147,584-71.1% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 17.48% | 1312.34%-1294.9pp | 964.84%-947.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,590 | $3,132-49.2% | $2,839-44.0% | $4,876-67.4% |
| Participant deferral / active EE | $3,219 | $3,972-19.0% | $3,609-10.8% | $5,439-40.8% |
| Admin fee / account holder | $197 | $5,710-96.5% | $4,906-96.0% | $10,885-98.2% |