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 | $36,222 | $144,119-74.9% | $117,854-69.3% | $147,584-75.5% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.7%-23.4pp | 82.8%-26.6pp |
| Annual return | 19.15% | 531.15%-512.0pp | 335.08%-315.9pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,884 | $4,896-61.5% | $3,786-50.2% | $4,876-61.4% |
| Participant deferral / active EE | $4,107 | $5,316-22.7% | $4,482-8.4% | $5,439-24.5% |
| Admin fee / account holder | $9 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |