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 | $29,747 | $144,119-79.4% | $117,854-74.8% | $147,584-79.8% |
| Participation rate | 46.2% | 83.4%-37.3pp | 79.7%-33.5pp | 82.8%-36.7pp |
| Annual return | 14.39% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $972 | $4,896-80.1% | $3,786-74.3% | $4,876-80.1% |
| Participant deferral / active EE | $1,883 | $5,316-64.6% | $4,482-58.0% | $5,439-65.4% |
| Admin fee / account holder | $270 | $10,886-97.5% | $8,020-96.6% | $10,885-97.5% |