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 | $48,460 | $74,888-35.3% | $71,209-31.9% | $142,382-66.0% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 20.48% | 345.14%-324.7pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,330 | $2,854-53.4% | $2,721-51.1% | $4,299-69.1% |
| Participant deferral / active EE | $1,751 | $4,454-60.7% | $4,175-58.1% | $6,507-73.1% |
| Admin fee / account holder | $211 | $5,568-96.2% | $5,349-96.1% | $12,624-98.3% |