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 | $73,840 | $157,256-53.0% | $141,162-47.7% | $152,861-51.7% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.4%-44.0pp |
| Annual return | 26.14% | 64.32%-38.2pp | 71.39%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,513 | $5,261-71.2% | $4,735-68.0% | $4,762-68.2% |
| Participant deferral / active EE | $4,471 | $7,109-37.1% | $6,709-33.4% | $5,850-23.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |