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 | $44,474 | $144,119-69.1% | $117,854-62.3% | $147,584-69.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 16.43% | 531.15%-514.7pp | 335.08%-318.6pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,924 | $4,896-60.7% | $3,786-49.2% | $4,876-60.5% |
| Participant deferral / active EE | $4,066 | $5,316-23.5% | $4,482-9.3% | $5,439-25.2% |
| Admin fee / account holder | $25 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |