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 | $33,564 | $70,587-52.5% | $124,672-73.1% | $85,850-60.9% |
| Participation rate | 25.0% | 64.4%-39.4pp | 74.6%-49.6pp | 69.3%-44.3pp |
| Annual return | 16.42% | 20688.83%-20672.4pp | 5142.93%-5126.5pp | 318.53%-302.1pp |
| Employer contribution / active EE | $729 | $1,913-61.9% | $3,324-78.1% | $2,565-71.6% |
| Participant deferral / active EE | $1,321 | $2,969-55.5% | $4,614-71.4% | $3,952-66.6% |
| Admin fee / account holder | $245 | $5,282-95.4% | $7,493-96.7% | $6,260-96.1% |