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 | $106,952 | $112,096-4.6% | $95,952+11.5% | $158,922-32.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 36.99% | 171.09%-134.1pp | 91.61%-54.6pp | 302.83%-265.8pp |
| Employer contribution / active EE | $1,864 | $3,198-41.7% | $2,541-26.6% | $4,761-60.8% |
| Participant deferral / active EE | $6,266 | $4,784+31.0% | $4,167+50.4% | $5,982+4.7% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |