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 | $77,037 | $165,335-53.4% | $149,696-48.5% | $158,922-51.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 63.90% | 348.15%-284.2pp | 276.60%-212.7pp | 302.83%-238.9pp |
| Employer contribution / active EE | $2,232 | $5,103-56.3% | $4,644-51.9% | $4,761-53.1% |
| Participant deferral / active EE | $3,150 | $7,181-56.1% | $6,842-54.0% | $5,982-47.3% |
| Admin fee / account holder | $1 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |