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 | $97,376 | $175,202-44.4% | $149,673-34.9% | $139,434-30.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 18.37% | 166.71%-148.3pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,550 | $5,474-71.7% | $4,818-67.8% | $4,751-67.4% |
| Participant deferral / active EE | $3,306 | $6,519-49.3% | $5,680-41.8% | $6,710-50.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |