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 | $53,292 | $165,912-67.9% | $122,332-56.4% | $147,584-63.9% |
| Participation rate | 55.0% | 79.6%-24.6pp | 71.6%-16.6pp | 82.8%-27.8pp |
| Annual return | 21.93% | 34.55%-12.6pp | 30.27%-8.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,819 | $5,754-68.4% | $4,050-55.1% | $4,876-62.7% |
| Participant deferral / active EE | $4,419 | $4,005+10.3% | $3,287+34.4% | $5,439-18.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |