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 | $54,119 | $144,119-62.4% | $117,854-54.1% | $147,584-63.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 23.86% | 531.15%-507.3pp | 335.08%-311.2pp | 578.55%-554.7pp |
| Employer contribution / active EE | $1,778 | $4,896-63.7% | $3,786-53.1% | $4,876-63.5% |
| Participant deferral / active EE | $9,163 | $5,316+72.4% | $4,482+104.5% | $5,439+68.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |