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 | $56,751 | $111,724-49.2% | $93,606-39.4% | $145,922-61.1% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 13.49% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,094 | $3,090-64.6% | $2,420-54.8% | $4,660-76.5% |
| Participant deferral / active EE | $2,964 | $4,912-39.7% | $4,411-32.8% | $6,688-55.7% |
| Admin fee / account holder | $91 | $10,250-99.1% | $8,285-98.9% | $13,397-99.3% |