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 | $39,442 | $99,020-60.2% | $86,590-54.4% | $147,584-73.3% |
| Participation rate | 43.5% | 76.3%-32.9pp | 73.5%-30.1pp | 82.8%-39.4pp |
| Annual return | 12.45% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,200 | $3,132-61.7% | $2,839-57.7% | $4,876-75.4% |
| Participant deferral / active EE | $2,886 | $3,972-27.3% | $3,609-20.0% | $5,439-46.9% |
| Admin fee / account holder | $129 | $5,710-97.7% | $4,906-97.4% | $10,885-98.8% |