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 | $61,486 | $107,334-42.7% | $92,893-33.8% | $152,861-59.8% |
| Participation rate | 43.5% | 79.8%-36.3pp | 76.0%-32.5pp | 82.4%-39.0pp |
| Annual return | 18.56% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,507 | $4,221-64.3% | $3,653-58.7% | $4,762-68.4% |
| Participant deferral / active EE | $2,004 | $4,845-58.6% | $4,236-52.7% | $5,850-65.7% |
| Admin fee / account holder | $11 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |