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 | $177,089 | $232,540-23.8% | $185,117-4.3% | $147,584+20.0% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 30.98% | 43.03%-12.0pp | 40.50%-9.5pp | 578.55%-547.6pp |
| Employer contribution / active EE | $800 | $5,195-84.6% | $4,182-80.9% | $4,876-83.6% |
| Participant deferral / active EE | $3,229 | $5,834-44.6% | $5,045-36.0% | $5,439-40.6% |
| Admin fee / account holder | $115 | $10,275-98.9% | $8,159-98.6% | $10,885-98.9% |