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 | $50,663 | $99,079-48.9% | $77,999-35.0% | $273,961-81.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 12.02% | 217.93%-205.9pp | 425.96%-413.9pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,119 | $3,308-66.2% | $2,470-54.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,614 | $4,306-62.5% | $3,497-53.8% | $5,287-69.5% |
| Admin fee / account holder | $11 | $8,954-99.9% | $5,480-99.8% | $10,132-99.9% |