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 | $25,018 | $99,079-74.7% | $77,999-67.9% | $273,961-90.9% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.5%-33.9pp | 83.0%-41.3pp |
| Annual return | 6.01% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,186 | $3,308-64.1% | $2,470-52.0% | $4,869-75.6% |
| Participant deferral / active EE | $3,319 | $4,306-22.9% | $3,497-5.1% | $5,287-37.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |