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 | $70,620 | $117,381-39.8% | $99,443-29.0% | $152,861-53.8% |
| Participation rate | 44.4% | 77.5%-33.1pp | 73.8%-29.4pp | 82.4%-38.0pp |
| Annual return | 55.14% | 31.87%+23.3pp | 30.72%+24.4pp | 345.32%-290.2pp |
| Employer contribution / active EE | $935 | $3,013-69.0% | $2,540-63.2% | $4,762-80.4% |
| Participant deferral / active EE | $2,404 | $4,086-41.2% | $3,619-33.6% | $5,850-58.9% |
| Admin fee / account holder | $14 | $7,631-99.8% | $6,250-99.8% | $11,596-99.9% |