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 | $45,484 | $88,751-48.8% | $81,812-44.4% | $145,922-68.8% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.3%-25.3pp | 80.3%-33.2pp |
| Annual return | 12.63% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,213 | $3,083-60.6% | $2,912-58.3% | $4,660-74.0% |
| Participant deferral / active EE | $2,845 | $4,643-38.7% | $4,319-34.1% | $6,688-57.5% |
| Admin fee / account holder | $9 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |