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 | $57,384 | $117,841-51.3% | $102,423-44.0% | $145,922-60.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 22.57% | 31.65%-9.1pp | 29.32%-6.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $1,318 | $3,615-63.5% | $3,023-56.4% | $4,660-71.7% |
| Participant deferral / active EE | $3,923 | $5,731-31.5% | $5,053-22.4% | $6,688-41.3% |
| Admin fee / account holder | $9 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |