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 | $46,760 | $73,515-36.4% | $62,995-25.8% | $147,584-68.3% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.8%-10.5pp | 82.8%-18.5pp |
| Annual return | 27.39% | 175.43%-148.0pp | 87.57%-60.2pp | 578.55%-551.2pp |
| Employer contribution / active EE | $2,040 | $3,320-38.6% | $2,759-26.1% | $4,876-58.2% |
| Participant deferral / active EE | $4,830 | $4,185+15.4% | $3,329+45.1% | $5,439-11.2% |
| Admin fee / account holder | $38 | $5,953-99.4% | $3,600-99.0% | $10,885-99.7% |