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 | $90,685 | $126,574-28.4% | $106,213-14.6% | $145,922-37.9% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-46.9pp |
| Annual return | 10.40% | 224.79%-214.4pp | 116.14%-105.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,386 | $3,730-62.9% | $3,171-56.3% | $4,660-70.3% |
| Participant deferral / active EE | $3,986 | $5,724-30.4% | $5,016-20.5% | $6,688-40.4% |
| Admin fee / account holder | $20 | $17,304-99.9% | $11,033-99.8% | $13,397-99.9% |