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 | $25,577 | $99,020-74.2% | $86,590-70.5% | $147,584-82.7% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 20.13% | 1312.34%-1292.2pp | 964.84%-944.7pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,076 | $3,132-65.6% | $2,839-62.1% | $4,876-77.9% |
| Participant deferral / active EE | $1,428 | $3,972-64.1% | $3,609-60.4% | $5,439-73.7% |
| Admin fee / account holder | $269 | $5,710-95.3% | $4,906-94.5% | $10,885-97.5% |