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 | $49,084 | $138,065-64.4% | $123,544-60.3% | $135,375-63.7% |
| Participation rate | 52.6% | 84.7%-32.1pp | 82.3%-29.7pp | 82.6%-30.0pp |
| Annual return | 23.76% | 153.68%-129.9pp | 119.20%-95.4pp | 519.73%-496.0pp |
| Employer contribution / active EE | $1,597 | $5,151-69.0% | $4,628-65.5% | $4,779-66.6% |
| Participant deferral / active EE | $4,367 | $6,799-35.8% | $6,426-32.0% | $5,609-22.1% |
| Admin fee / account holder | $90 | $10,916-99.2% | $9,284-99.0% | $10,827-99.2% |