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 | $10,425 | $114,047-90.9% | $96,139-89.2% | $167,490-93.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 15.70% | 189.88%-174.2pp | 191.94%-176.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $519 | $3,427-84.9% | $2,797-81.4% | $4,837-89.3% |
| Participant deferral / active EE | $1,487 | $5,194-71.4% | $4,349-65.8% | $6,341-76.6% |
| Admin fee / account holder | $47 | $6,897-99.3% | $5,537-99.2% | $12,309-99.6% |