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 | $61,069 | $144,119-57.6% | $117,854-48.2% | $147,584-58.6% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 21.38% | 531.15%-509.8pp | 335.08%-313.7pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,615 | $4,896-67.0% | $3,786-57.3% | $4,876-66.9% |
| Participant deferral / active EE | $5,272 | $5,316-0.8% | $4,482+17.6% | $5,439-3.1% |
| Admin fee / account holder | $190 | $10,886-98.3% | $8,020-97.6% | $10,885-98.3% |