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 | $39,451 | $96,635-59.2% | $86,612-54.5% | $139,434-71.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 29.77% | 106.41%-76.6pp | 591.07%-561.3pp | 372.94%-343.2pp |
| Employer contribution / active EE | $1,247 | $3,263-61.8% | $3,022-58.7% | $4,751-73.8% |
| Participant deferral / active EE | $1,621 | $4,836-66.5% | $4,438-63.5% | $6,710-75.8% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |