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 | $40,301 | $111,724-63.9% | $93,606-56.9% | $145,922-72.4% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 18.53% | 202.98%-184.4pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $648 | $3,090-79.0% | $2,420-73.2% | $4,660-86.1% |
| Participant deferral / active EE | $2,056 | $4,912-58.2% | $4,411-53.4% | $6,688-69.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |