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 | $100,979 | $74,888+34.8% | $71,209+41.8% | $142,382-29.1% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.1%-58.7pp |
| Annual return | 15.03% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $456 | $2,854-84.0% | $2,721-83.2% | $4,299-89.4% |
| Participant deferral / active EE | $1,880 | $4,454-57.8% | $4,175-55.0% | $6,507-71.1% |
| Admin fee / account holder | $26 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |