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 | $41,625 | $48,795-14.7% | $65,493-36.4% | $84,808-50.9% |
| Participation rate | 69.2% | 67.0%+2.3pp | 73.1%-3.9pp | 68.3%+0.9pp |
| Annual return | 19.29% | 20.20%-0.9pp | 982.45%-963.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,594 | $1,930-17.4% | $2,574-38.1% | $2,631-39.4% |
| Participant deferral / active EE | $3,377 | $2,928+15.3% | $3,961-14.7% | $4,212-19.8% |
| Admin fee / account holder | $4 | $3,877-99.9% | $5,028-99.9% | $7,344-99.9% |