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 | $48,482 | $84,696-42.8% | $75,696-36.0% | $167,490-71.1% |
| Participation rate | 68.4% | 77.8%-9.4pp | 74.8%-6.4pp | 82.1%-13.7pp |
| Annual return | 12.94% | 199.36%-186.4pp | 104.53%-91.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,722 | $3,230-46.7% | $2,743-37.2% | $4,837-64.4% |
| Participant deferral / active EE | $2,931 | $4,580-36.0% | $3,821-23.3% | $6,341-53.8% |
| Admin fee / account holder | $1 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |