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 | $78,590 | $96,635-18.7% | $86,612-9.3% | $139,434-43.6% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.0pp |
| Annual return | 19.32% | 106.41%-87.1pp | 591.07%-571.7pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,941 | $3,263-9.9% | $3,022-2.7% | $4,751-38.1% |
| Participant deferral / active EE | $11,607 | $4,836+140.0% | $4,438+161.6% | $6,710+73.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |