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 | $72,071-25.1% | $68,368-21.1% | $137,256-60.7% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.0%-25.0pp |
| Annual return | 13.72% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,382 | $2,788-50.4% | $2,649-47.8% | $4,156-66.8% |
| Participant deferral / active EE | $2,032 | $4,410-53.9% | $4,123-50.7% | $6,407-68.3% |
| Admin fee / account holder | $9 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |