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 | $50,557 | $84,696-40.3% | $75,696-33.2% | $167,490-69.8% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.8%-17.7pp | 82.1%-25.0pp |
| Annual return | 12.54% | 199.36%-186.8pp | 104.53%-92.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,848 | $3,230-42.8% | $2,743-32.6% | $4,837-61.8% |
| Participant deferral / active EE | $7,920 | $4,580+72.9% | $3,821+107.3% | $6,341+24.9% |
| Admin fee / account holder | $19 | $5,355-99.6% | $3,619-99.5% | $12,309-99.8% |