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 | $45,977 | $78,705-41.6% | $117,854-61.0% | $70,131-34.4% |
| Participation rate | 68.1% | 73.2%-5.1pp | 79.7%-11.6pp | 69.5%-1.5pp |
| Annual return | 50.55% | 23.30%+27.2pp | 335.08%-284.5pp | 73.14%-22.6pp |
| Employer contribution / active EE | $1,459 | $2,223-34.4% | $3,786-61.5% | $2,342-37.7% |
| Participant deferral / active EE | $3,658 | $3,297+11.0% | $4,482-18.4% | $3,332+9.8% |
| Admin fee / account holder | $104 | $5,065-97.9% | $8,020-98.7% | $4,645-97.8% |