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 | $57,975 | $105,998-45.3% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 59.1% | 80.4%-21.3pp | 76.5%-17.4pp | 82.8%-23.7pp |
| Annual return | 17.60% | 50.05%-32.4pp | 176.28%-158.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,358 | $4,333-68.7% | $3,679-63.1% | $4,876-72.1% |
| Participant deferral / active EE | $4,063 | $4,478-9.3% | $3,897+4.3% | $5,439-25.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |