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 | $92,127 | $112,096-17.8% | $95,952-4.0% | $158,922-42.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 14.97% | 171.09%-156.1pp | 91.61%-76.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,394 | $3,198-56.4% | $2,541-45.2% | $4,761-70.7% |
| Participant deferral / active EE | $3,387 | $4,784-29.2% | $4,167-18.7% | $5,982-43.4% |
| Admin fee / account holder | $9 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |