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 | $73,675 | $115,770-36.4% | $101,248-27.2% | $158,922-53.6% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | 18.87% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-284.0pp |
| Employer contribution / active EE | $927 | $4,175-77.8% | $3,660-74.7% | $4,761-80.5% |
| Participant deferral / active EE | $1,856 | $4,957-62.6% | $4,370-57.5% | $5,982-69.0% |
| Admin fee / account holder | $272 | $7,245-96.2% | $5,945-95.4% | $11,246-97.6% |