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 | $27,317 | $85,202-67.9% | $172,739-84.2% | $72,985-62.6% |
| Participation rate | 34.2% | 70.1%-35.9pp | 82.6%-48.4pp | 69.5%-35.3pp |
| Annual return | 21.63% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $633 | $3,324-81.0% | $5,143-87.7% | $2,440-74.1% |
| Participant deferral / active EE | $990 | $3,260-69.6% | $5,198-81.0% | $3,607-72.6% |
| Admin fee / account holder | $1 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |