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 | $48,311 | $155,788-69.0% | $124,672-61.2% | $167,490-71.2% |
| Participation rate | 58.8% | 81.1%-22.3pp | 74.6%-15.8pp | 82.1%-23.3pp |
| Annual return | 14.67% | 17.97%-3.3pp | 5142.93%-5128.3pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,235 | $4,163-70.3% | $3,324-62.8% | $4,837-74.5% |
| Participant deferral / active EE | $4,022 | $5,673-29.1% | $4,614-12.8% | $6,341-36.6% |
| Admin fee / account holder | $20 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |