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 | $68,136 | $99,652-31.6% | $78,778-13.5% | $147,584-53.8% |
| Participation rate | 43.8% | 76.2%-32.5pp | 69.2%-25.4pp | 82.8%-39.1pp |
| Annual return | 19.92% | 47.28%-27.4pp | 35.62%-15.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $719 | $2,796-74.3% | $1,986-63.8% | $4,876-85.3% |
| Participant deferral / active EE | $4,460 | $3,664+21.7% | $2,958+50.7% | $5,439-18.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |