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 | $13,583 | $70,606-80.8% | $53,898-74.8% | $142,382-90.5% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | 18.12% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,185 | $1,202-1.4% | $932+27.1% | $4,299-72.4% |
| Participant deferral / active EE | $4,422 | $2,364+87.1% | $1,826+142.1% | $6,507-32.0% |
| Admin fee / account holder | $133 | $2,852-95.4% | $2,491-94.7% | $12,624-99.0% |