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 | $57,600 | $107,334-46.3% | $92,893-38.0% | $152,861-62.3% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.4%-46.7pp |
| Annual return | 26.84% | 145.58%-118.7pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,014 | $4,221-76.0% | $3,653-72.2% | $4,762-78.7% |
| Participant deferral / active EE | $3,548 | $4,845-26.8% | $4,236-16.2% | $5,850-39.4% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |