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 | $50,722 | $104,907-51.7% | $84,611-40.1% | $152,861-66.8% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 21.27% | 373.79%-352.5pp | 258.74%-237.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,184 | $3,302-64.1% | $2,652-55.3% | $4,762-75.1% |
| Participant deferral / active EE | $1,494 | $4,688-68.1% | $3,899-61.7% | $5,850-74.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |