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 | $42,901 | $121,625-64.7% | $104,607-59.0% | $158,922-73.0% |
| Participation rate | 53.8% | 77.5%-23.7pp | 74.1%-20.2pp | 82.0%-28.1pp |
| Annual return | 19.57% | 465.26%-445.7pp | 340.46%-320.9pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,768 | $3,163-44.1% | $2,681-34.0% | $4,761-62.9% |
| Participant deferral / active EE | $3,803 | $4,177-9.0% | $3,740+1.7% | $5,982-36.4% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |