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 | $97,440 | $117,381-17.0% | $99,443-2.0% | $152,861-36.3% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.4%-82.4pp |
| Annual return | 18.78% | 31.87%-13.1pp | 30.72%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $12,568 | $3,013+317.2% | $2,540+394.9% | $4,762+163.9% |
| Participant deferral / active EE | $6,875 | $4,086+68.3% | $3,619+90.0% | $5,850+17.5% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |