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 5-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 | $70,975 | $185,200-61.7% | $142,863-50.3% | $167,490-57.6% |
| Participation rate | 40.0% | 78.4%-38.4pp | 71.9%-31.9pp | 82.1%-42.1pp |
| Annual return | 17.54% | 8555.70%-8538.2pp | 5637.54%-5620.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,988 | $5,604-46.7% | $4,144-27.9% | $4,837-38.2% |
| Participant deferral / active EE | $1,478 | $4,494-67.1% | $3,837-61.5% | $6,341-76.7% |
| Admin fee / account holder | $120 | $8,031-98.5% | $6,560-98.2% | $12,309-99.0% |