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 | $50,984 | $102,317-50.2% | $146,958-65.3% | $80,856-36.9% |
| Participation rate | 63.0% | 75.8%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 16.22% | 134.76%-118.5pp | 418.34%-402.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,389 | $3,713-62.6% | $4,933-71.8% | $2,755-49.6% |
| Participant deferral / active EE | $3,452 | $6,644-48.0% | $8,070-57.2% | $4,296-19.7% |
| Admin fee / account holder | $88 | $7,941-98.9% | $12,998-99.3% | $6,918-98.7% |