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 | $66,942 | $100,852-33.6% | $90,404-26.0% | $158,922-57.9% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.7%-14.8pp | 82.0%-24.1pp |
| Annual return | 16.22% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,202 | $3,689-67.4% | $3,262-63.2% | $4,761-74.8% |
| Participant deferral / active EE | $3,005 | $4,348-30.9% | $3,963-24.2% | $5,982-49.8% |
| Admin fee / account holder | $46 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |