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 | $67,602 | $117,381-42.4% | $99,443-32.0% | $152,861-55.8% |
| Participation rate | 42.9% | 77.5%-34.7pp | 73.8%-31.0pp | 82.4%-39.6pp |
| Annual return | 11.24% | 31.87%-20.6pp | 30.72%-19.5pp | 345.32%-334.1pp |
| Employer contribution / active EE | $1,020 | $3,013-66.1% | $2,540-59.8% | $4,762-78.6% |
| Participant deferral / active EE | $4,994 | $4,086+22.2% | $3,619+38.0% | $5,850-14.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |