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 | $43,066 | $88,751-51.5% | $81,812-47.4% | $145,922-70.5% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.3%-19.0pp | 80.3%-26.9pp |
| Annual return | 12.33% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,615 | $3,083-47.6% | $2,912-44.5% | $4,660-65.3% |
| Participant deferral / active EE | $5,361 | $4,643+15.5% | $4,319+24.1% | $6,688-19.8% |
| Admin fee / account holder | $165 | $8,415-98.0% | $7,386-97.8% | $13,397-98.8% |