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 | $52,856 | $109,817-51.9% | $98,442-46.3% | $167,490-68.4% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 15.65% | 1956.69%-1941.0pp | 1492.73%-1477.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,686 | $3,224-47.7% | $2,960-43.0% | $4,837-65.2% |
| Participant deferral / active EE | $4,482 | $4,673-4.1% | $4,276+4.8% | $6,341-29.3% |
| Admin fee / account holder | $7 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |