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 | $43,765 | $100,852-56.6% | $90,404-51.6% | $158,922-72.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 14.15% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,323 | $3,689-64.1% | $3,262-59.4% | $4,761-72.2% |
| Participant deferral / active EE | $1,690 | $4,348-61.1% | $3,963-57.4% | $5,982-71.7% |
| Admin fee / account holder | $5 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |