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 | $28,189 | $156,846-82.0% | $121,098-76.7% | $139,434-79.8% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.5%-10.7pp | 80.3%-21.5pp |
| Annual return | 18.84% | 1474.56%-1455.7pp | 985.75%-966.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $733 | $5,536-86.8% | $4,164-82.4% | $4,751-84.6% |
| Participant deferral / active EE | $2,690 | $4,844-44.5% | $4,080-34.1% | $6,710-59.9% |
| Admin fee / account holder | $171 | $6,946-97.5% | $5,644-97.0% | $11,403-98.5% |