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 | $28,956 | $115,770-75.0% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 52.9% | 79.4%-26.4pp | 75.8%-22.9pp | 82.0%-29.0pp |
| Annual return | 18.01% | 56.14%-38.1pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,677 | $4,175-59.8% | $3,660-54.2% | $4,761-64.8% |
| Participant deferral / active EE | $3,162 | $4,957-36.2% | $4,370-27.6% | $5,982-47.1% |
| Admin fee / account holder | $1 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |