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 | $47,970 | $69,207-30.7% | $64,056-25.1% | $139,434-65.6% |
| Participation rate | 17.6% | 75.6%-57.9pp | 72.3%-54.7pp | 80.3%-62.7pp |
| Annual return | 19.07% | 45.88%-26.8pp | 33.69%-14.6pp | 372.94%-353.9pp |
| Employer contribution / active EE | $577 | $3,182-81.9% | $2,747-79.0% | $4,751-87.9% |
| Participant deferral / active EE | $878 | $4,682-81.2% | $3,880-77.4% | $6,710-86.9% |
| Admin fee / account holder | $18 | $4,244-99.6% | $3,068-99.4% | $11,403-99.8% |