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 | $51,075 | $111,724-54.3% | $93,606-45.4% | $145,922-65.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 14.32% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,531 | $3,090-50.4% | $2,420-36.7% | $4,660-67.1% |
| Participant deferral / active EE | $4,626 | $4,912-5.8% | $4,411+4.9% | $6,688-30.8% |
| Admin fee / account holder | $8 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |