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 | $54,573 | $109,327-50.1% | $89,391-39.0% | $158,922-65.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 19.18% | 345.68%-326.5pp | 245.62%-226.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,907 | $3,170-39.8% | $2,586-26.2% | $4,761-59.9% |
| Participant deferral / active EE | $4,298 | $4,598-6.5% | $3,890+10.5% | $5,982-28.2% |
| Admin fee / account holder | $220 | $6,153-96.4% | $4,881-95.5% | $11,246-98.0% |