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 | $57,007 | $105,998-46.2% | $92,233-38.2% | $147,584-61.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.21% | 50.05%-32.8pp | 176.28%-159.1pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,519 | $4,333-64.9% | $3,679-58.7% | $4,876-68.8% |
| Participant deferral / active EE | $4,708 | $4,478+5.1% | $3,897+20.8% | $5,439-13.4% |
| Admin fee / account holder | $121 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |