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 | $69,824 | $102,966-32.2% | $90,281-22.7% | $152,861-54.3% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 16.39% | 95.16%-78.8pp | 78.10%-61.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $481 | $3,139-84.7% | $2,854-83.1% | $4,762-89.9% |
| Participant deferral / active EE | $3,098 | $4,281-27.6% | $3,885-20.3% | $5,850-47.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |