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 | $38,420 | $108,642-64.6% | $74,701-48.6% | $152,861-74.9% |
| Participation rate | 53.3% | 65.3%-12.0pp | 54.5%-1.1pp | 82.4%-29.1pp |
| Annual return | 22.21% | 114.06%-91.9pp | 752.92%-730.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $115 | $1,503-92.4% | $1,084-89.4% | $4,762-97.6% |
| Participant deferral / active EE | $353 | $2,712-87.0% | $1,964-82.0% | $5,850-94.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |