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 | $66,978 | $176,056-62.0% | $159,436-58.0% | $167,490-60.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.33% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,134 | $5,297-78.6% | $4,829-76.5% | $4,837-76.6% |
| Participant deferral / active EE | $4,185 | $7,750-46.0% | $7,352-43.1% | $6,341-34.0% |
| Admin fee / account holder | $24 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |