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 | $92,866 | $158,398-41.4% | $126,539-26.6% | $142,382-34.8% |
| Participation rate | 44.4% | 75.8%-31.4pp | 69.8%-25.4pp | 80.1%-35.7pp |
| Annual return | 19.16% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $379 | $4,650-91.8% | $3,674-89.7% | $4,299-91.2% |
| Participant deferral / active EE | $600 | $4,767-87.4% | $4,083-85.3% | $6,507-90.8% |
| Admin fee / account holder | $126 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |