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 | $58,872 | $100,041-41.2% | $149,718-60.7% | $70,131-16.1% |
| Participation rate | 61.0% | 83.6%-22.6pp | 87.1%-26.1pp | 69.5%-8.6pp |
| Annual return | 20.60% | 27.43%-6.8pp | 1501.63%-1481.0pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,372 | $3,662-62.5% | $5,445-74.8% | $2,342-41.4% |
| Participant deferral / active EE | $2,393 | $4,983-52.0% | $6,569-63.6% | $3,332-28.2% |
| Admin fee / account holder | $178 | $8,286-97.9% | $11,283-98.4% | $4,645-96.2% |