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 | $18,855 | $85,202-77.9% | $172,739-89.1% | $72,985-74.2% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 26.68% | 27.32%-0.6pp | 802.84%-776.2pp | 81.00%-54.3pp |
| Employer contribution / active EE | $900 | $3,324-72.9% | $5,143-82.5% | $2,440-63.1% |
| Participant deferral / active EE | $1,810 | $3,260-44.5% | $5,198-65.2% | $3,607-49.8% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |