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 | $37,088 | $99,652-62.8% | $78,778-52.9% | $147,584-74.9% |
| Participation rate | 14.3% | 76.2%-61.9pp | 69.2%-54.9pp | 82.8%-68.5pp |
| Annual return | 11.29% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $489 | $2,796-82.5% | $1,986-75.4% | $4,876-90.0% |
| Participant deferral / active EE | $1,220 | $3,664-66.7% | $2,958-58.7% | $5,439-77.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |