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 | $43,078 | $99,020-56.5% | $86,590-50.3% | $147,584-70.8% |
| Participation rate | 64.3% | 76.3%-12.1pp | 73.5%-9.3pp | 82.8%-18.5pp |
| Annual return | 17.08% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.5pp |
| Employer contribution / active EE | $915 | $3,132-70.8% | $2,839-67.8% | $4,876-81.2% |
| Participant deferral / active EE | $1,368 | $3,972-65.6% | $3,609-62.1% | $5,439-74.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |