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 | $47,048 | $99,020-52.5% | $86,590-45.7% | $147,584-68.1% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 24.54% | 1312.34%-1287.8pp | 964.84%-940.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,869 | $3,132-40.3% | $2,839-34.2% | $4,876-61.7% |
| Participant deferral / active EE | $8,132 | $3,972+104.7% | $3,609+125.4% | $5,439+49.5% |
| Admin fee / account holder | $160 | $5,710-97.2% | $4,906-96.7% | $10,885-98.5% |