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 | $96,264 | $107,334-10.3% | $92,893+3.6% | $152,861-37.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 25.26% | 145.58%-120.3pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,127 | $4,221-49.6% | $3,653-41.8% | $4,762-55.3% |
| Participant deferral / active EE | $3,362 | $4,845-30.6% | $4,236-20.6% | $5,850-42.5% |
| Admin fee / account holder | $16 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |