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 | $31,641 | $100,852-68.6% | $90,404-65.0% | $158,922-80.1% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 21.70% | 1724.20%-1702.5pp | 1293.02%-1271.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,970 | $3,689-46.6% | $3,262-39.6% | $4,761-58.6% |
| Participant deferral / active EE | $3,836 | $4,348-11.8% | $3,963-3.2% | $5,982-35.9% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |