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 | $46,102 | $48,230-4.4% | $67,502-31.7% | $80,856-43.0% |
| Participation rate | 48.4% | 66.4%-18.0pp | 72.9%-24.5pp | 67.6%-19.3pp |
| Annual return | 22.29% | 18.28%+4.0pp | 3512.12%-3489.8pp | 35.59%-13.3pp |
| Employer contribution / active EE | $477 | $2,020-76.4% | $2,731-82.5% | $2,755-82.7% |
| Participant deferral / active EE | $3,424 | $2,924+17.1% | $4,000-14.4% | $4,296-20.3% |
| Admin fee / account holder | $8 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |