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 | $102,598 | $118,680-13.6% | $98,907+3.7% | $158,922-35.4% |
| Participation rate | 61.1% | 77.8%-16.7pp | 76.0%-14.9pp | 82.0%-20.8pp |
| Annual return | 16.16% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,338 | $3,333-59.8% | $2,689-50.2% | $4,761-71.9% |
| Participant deferral / active EE | $3,542 | $5,088-30.4% | $4,244-16.6% | $5,982-40.8% |
| Admin fee / account holder | $181 | $10,131-98.2% | $6,642-97.3% | $11,246-98.4% |