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 | $82,387 | $144,119-42.8% | $117,854-30.1% | $147,584-44.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 8.90% | 531.15%-522.2pp | 335.08%-326.2pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,116 | $4,896-77.2% | $3,786-70.5% | $4,876-77.1% |
| Participant deferral / active EE | $4,826 | $5,316-9.2% | $4,482+7.7% | $5,439-11.3% |
| Admin fee / account holder | $5 | $10,886-100.0% | $8,020-99.9% | $10,885-100.0% |