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 | $33,552 | $115,770-71.0% | $101,248-66.9% | $158,922-78.9% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 20.82% | 56.14%-35.3pp | 46.47%-25.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,756 | $4,175-57.9% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $4,666 | $4,957-5.9% | $4,370+6.8% | $5,982-22.0% |
| Admin fee / account holder | $36 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |