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 | $31,347 | $85,202-63.2% | $172,739-81.9% | $72,985-57.0% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 20.73% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,201 | $3,324-63.9% | $5,143-76.6% | $2,440-50.8% |
| Participant deferral / active EE | $3,349 | $3,260+2.7% | $5,198-35.6% | $3,607-7.2% |
| Admin fee / account holder | $165 | $5,884-97.2% | $13,954-98.8% | $5,124-96.8% |