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 | $15,172 | $99,020-84.7% | $86,590-82.5% | $147,584-89.7% |
| Participation rate | 26.7% | 76.3%-49.7pp | 73.5%-46.9pp | 82.8%-56.2pp |
| Annual return | 18.30% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $675 | $3,132-78.5% | $2,839-76.2% | $4,876-86.2% |
| Participant deferral / active EE | $565 | $3,972-85.8% | $3,609-84.4% | $5,439-89.6% |
| Admin fee / account holder | $233 | $5,710-95.9% | $4,906-95.3% | $10,885-97.9% |