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 | $32,637 | $65,561-50.2% | $86,188-62.1% | $75,163-56.6% |
| Participation rate | 68.6% | 60.5%+8.1pp | 69.0%-0.4pp | 67.2%+1.4pp |
| Annual return | 20.65% | 46.05%-25.4pp | 1168.45%-1147.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $387 | $1,553-75.1% | $2,380-83.7% | $2,670-85.5% |
| Participant deferral / active EE | $1,936 | $3,024-36.0% | $3,985-51.4% | $4,125-53.1% |
| Admin fee / account holder | $143 | $5,474-97.4% | $6,852-97.9% | $5,651-97.5% |