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 | $46,403 | $158,398-70.7% | $126,539-63.3% | $142,382-67.4% |
| Participation rate | 45.0% | 75.8%-30.8pp | 69.8%-24.8pp | 80.1%-35.1pp |
| Annual return | 26.80% | 593.76%-567.0pp | 425.95%-399.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,419 | $4,650-69.5% | $3,674-61.4% | $4,299-67.0% |
| Participant deferral / active EE | $2,603 | $4,767-45.4% | $4,083-36.2% | $6,507-60.0% |
| Admin fee / account holder | $215 | $6,918-96.9% | $6,065-96.5% | $12,624-98.3% |