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 | $35,369 | $115,770-69.4% | $101,248-65.1% | $158,922-77.7% |
| Participation rate | 47.1% | 79.4%-32.3pp | 75.8%-28.7pp | 82.0%-34.9pp |
| Annual return | 20.78% | 56.14%-35.4pp | 46.47%-25.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,514 | $4,175-63.7% | $3,660-58.6% | $4,761-68.2% |
| Participant deferral / active EE | $1,901 | $4,957-61.7% | $4,370-56.5% | $5,982-68.2% |
| Admin fee / account holder | $46 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |