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 | $53,951 | $74,888-28.0% | $71,209-24.2% | $142,382-62.1% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.1%-25.1pp |
| Annual return | 13.72% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,382 | $2,854-51.6% | $2,721-49.2% | $4,299-67.9% |
| Participant deferral / active EE | $2,032 | $4,454-54.4% | $4,175-51.3% | $6,507-68.8% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |