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 | $30,500 | $158,398-80.7% | $126,539-75.9% | $142,382-78.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 19.78% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,079 | $4,650-76.8% | $3,674-70.6% | $4,299-74.9% |
| Participant deferral / active EE | $1,487 | $4,767-68.8% | $4,083-63.6% | $6,507-77.2% |
| Admin fee / account holder | $215 | $6,918-96.9% | $6,065-96.5% | $12,624-98.3% |