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 | $26,139 | $99,020-73.6% | $86,590-69.8% | $147,584-82.3% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 13.87% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $128 | $3,132-95.9% | $2,839-95.5% | $4,876-97.4% |
| Participant deferral / active EE | $512 | $3,972-87.1% | $3,609-85.8% | $5,439-90.6% |
| Admin fee / account holder | $193 | $5,710-96.6% | $4,906-96.1% | $10,885-98.2% |