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 | $83,583 | $105,998-21.1% | $92,233-9.4% | $147,584-43.4% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 16.23% | 50.05%-33.8pp | 176.28%-160.1pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,092 | $4,333-74.8% | $3,679-70.3% | $4,876-77.6% |
| Participant deferral / active EE | $2,991 | $4,478-33.2% | $3,897-23.3% | $5,439-45.0% |
| Admin fee / account holder | $28 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |