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 | $56,975 | $109,817-48.1% | $98,442-42.1% | $167,490-66.0% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 16.27% | 1956.69%-1940.4pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,377 | $3,224-57.3% | $2,960-53.5% | $4,837-71.5% |
| Participant deferral / active EE | $3,996 | $4,673-14.5% | $4,276-6.5% | $6,341-37.0% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |