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 | $113,084 | $115,770-2.3% | $101,248+11.7% | $158,922-28.8% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 27.58% | 56.14%-28.6pp | 46.47%-18.9pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,031 | $4,175-75.3% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $3,702 | $4,957-25.3% | $4,370-15.3% | $5,982-38.1% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |