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 | $110,479 | $104,907+5.3% | $84,611+30.6% | $152,861-27.7% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.4%-38.7pp |
| Annual return | 16.39% | 373.79%-357.4pp | 258.74%-242.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $724 | $3,302-78.1% | $2,652-72.7% | $4,762-84.8% |
| Participant deferral / active EE | $1,004 | $4,688-78.6% | $3,899-74.2% | $5,850-82.8% |
| Admin fee / account holder | $17 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |