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 | $54,496 | $100,852-46.0% | $90,404-39.7% | $158,922-65.7% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 12.97% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,630 | $3,689-55.8% | $3,262-50.0% | $4,761-65.8% |
| Participant deferral / active EE | $3,544 | $4,348-18.5% | $3,963-10.6% | $5,982-40.8% |
| Admin fee / account holder | $50 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |