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 | $68,505 | $88,751-22.8% | $81,812-16.3% | $145,922-53.1% |
| Participation rate | 68.2% | 75.0%-6.9pp | 72.3%-4.2pp | 80.3%-12.1pp |
| Annual return | 17.44% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,303 | $3,083-57.7% | $2,912-55.3% | $4,660-72.0% |
| Participant deferral / active EE | $3,131 | $4,643-32.6% | $4,319-27.5% | $6,688-53.2% |
| Admin fee / account holder | $27 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |