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 | $35,721 | $102,966-65.3% | $90,281-60.4% | $152,861-76.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 23.93% | 95.16%-71.2pp | 78.10%-54.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,107 | $3,139-64.7% | $2,854-61.2% | $4,762-76.7% |
| Participant deferral / active EE | $2,389 | $4,281-44.2% | $3,885-38.5% | $5,850-59.2% |
| Admin fee / account holder | $254 | $6,171-95.9% | $5,351-95.2% | $11,596-97.8% |