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 | $40,613 | $150,197-73.0% | $120,368-66.3% | $145,959-72.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 11.17% | 154.26%-143.1pp | 107.26%-96.1pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,483 | $4,350-65.9% | $3,465-57.2% | $4,661-68.2% |
| Participant deferral / active EE | $1,811 | $6,174-70.7% | $4,991-63.7% | $6,689-72.9% |
| Admin fee / account holder | $102 | $12,216-99.2% | $9,429-98.9% | $13,398-99.2% |