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 | $67,838 | $117,841-42.4% | $102,423-33.8% | $145,922-53.5% |
| Participation rate | 47.1% | 78.6%-31.5pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 17.46% | 31.65%-14.2pp | 29.32%-11.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,359 | $3,615-62.4% | $3,023-55.1% | $4,660-70.8% |
| Participant deferral / active EE | $2,119 | $5,731-63.0% | $5,053-58.1% | $6,688-68.3% |
| Admin fee / account holder | $19 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |