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 | $67,579 | $112,096-39.7% | $95,952-29.6% | $158,922-57.5% |
| Participation rate | 43.5% | 79.0%-35.5pp | 77.1%-33.6pp | 82.0%-38.5pp |
| Annual return | 13.71% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $897 | $3,198-71.9% | $2,541-64.7% | $4,761-81.2% |
| Participant deferral / active EE | $3,173 | $4,784-33.7% | $4,167-23.9% | $5,982-47.0% |
| Admin fee / account holder | $5 | $10,130-99.9% | $6,795-99.9% | $11,246-100.0% |