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 | $65,841 | $101,069-34.9% | $81,478-19.2% | $147,584-55.4% |
| Participation rate | 63.6% | 74.5%-10.8pp | 68.0%-4.3pp | 82.8%-19.2pp |
| Annual return | 16.08% | 32.40%-16.3pp | 38.78%-22.7pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,414 | $3,205-55.9% | $2,568-44.9% | $4,876-71.0% |
| Participant deferral / active EE | $3,024 | $4,242-28.7% | $3,537-14.5% | $5,439-44.4% |
| Admin fee / account holder | $200 | $5,812-96.6% | $4,561-95.6% | $10,885-98.2% |