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 | $96,813 | $115,770-16.4% | $101,248-4.4% | $158,922-39.1% |
| Participation rate | 35.0% | 79.4%-44.4pp | 75.8%-40.8pp | 82.0%-47.0pp |
| Annual return | 17.35% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,897 | $4,175-54.5% | $3,660-48.2% | $4,761-60.1% |
| Participant deferral / active EE | $3,667 | $4,957-26.0% | $4,370-16.1% | $5,982-38.7% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |