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 | $39,778 | $88,751-55.2% | $81,812-51.4% | $145,922-72.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 16.21% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,043 | $3,083-66.2% | $2,912-64.2% | $4,660-77.6% |
| Participant deferral / active EE | $4,203 | $4,643-9.5% | $4,319-2.7% | $6,688-37.1% |
| Admin fee / account holder | $5 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |