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 | $76,043 | $96,635-21.3% | $86,612-12.2% | $139,434-45.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 15.04% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $575 | $3,263-82.4% | $3,022-81.0% | $4,751-87.9% |
| Participant deferral / active EE | $3,404 | $4,836-29.6% | $4,438-23.3% | $6,710-49.3% |
| Admin fee / account holder | $141 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |