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 | $83,793 | $117,841-28.9% | $102,423-18.2% | $145,922-42.6% |
| Participation rate | 31.8% | 78.6%-46.8pp | 76.5%-44.7pp | 80.3%-48.5pp |
| Annual return | 12.23% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,088 | $5,731-46.1% | $5,053-38.9% | $6,688-53.8% |
| Admin fee / account holder | $260 | $13,326-98.1% | $9,451-97.3% | $13,397-98.1% |