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 | $24,272 | $74,888-67.6% | $71,209-65.9% | $142,382-83.0% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 30.00% | 345.14%-315.1pp | 282.51%-252.5pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,014 | $2,854-29.5% | $2,721-26.0% | $4,299-53.2% |
| Participant deferral / active EE | $3,050 | $4,454-31.5% | $4,175-27.0% | $6,507-53.1% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |