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 | $79,226 | $115,770-31.6% | $101,248-21.8% | $158,922-50.1% |
| Participation rate | 23.8% | 79.4%-55.6pp | 75.8%-52.0pp | 82.0%-58.1pp |
| Annual return | 19.75% | 56.14%-36.4pp | 46.47%-26.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,064 | $4,175-74.5% | $3,660-70.9% | $4,761-77.6% |
| Participant deferral / active EE | $2,135 | $4,957-56.9% | $4,370-51.1% | $5,982-64.3% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |