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 | $85,189 | $176,377-51.7% | $134,143-36.5% | $158,922-46.4% |
| Participation rate | 45.5% | 78.7%-33.2pp | 72.2%-26.7pp | 82.0%-36.5pp |
| Annual return | 21.02% | 63.63%-42.6pp | 36.33%-15.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $498 | $5,040-90.1% | $3,704-86.5% | $4,761-89.5% |
| Participant deferral / active EE | $1,155 | $4,091-71.8% | $3,499-67.0% | $5,982-80.7% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |