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 | $16,821 | $29,660-43.3% | $56,411-70.2% | $80,856-79.2% |
| Participation rate | 17.4% | 41.6%-24.3pp | 52.5%-35.1pp | 67.6%-50.2pp |
| Annual return | 16.35% | 35.23%-18.9pp | 1701.33%-1685.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $345 | $669-48.5% | $1,039-66.8% | $2,755-87.5% |
| Participant deferral / active EE | $437 | $1,226-64.4% | $1,952-77.6% | $4,296-89.8% |
| Admin fee / account holder | $5 | $2,428-99.8% | $2,829-99.8% | $6,918-99.9% |