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 5-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 | $20,143 | $102,604-80.4% | $86,188-76.6% | $139,434-85.6% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 26.67% | 1922.51%-1895.8pp | 1168.45%-1141.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $600 | $3,032-80.2% | $2,380-74.8% | $4,751-87.4% |
| Participant deferral / active EE | $3,127 | $4,676-33.1% | $3,985-21.5% | $6,710-53.4% |
| Admin fee / account holder | $62 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |