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 | $50,189 | $63,346-20.8% | $92,233-45.6% | $70,131-28.4% |
| Participation rate | 61.8% | 68.7%-6.9pp | 76.5%-14.7pp | 69.5%-7.8pp |
| Annual return | 22.04% | 530.12%-508.1pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,093 | $2,471-55.8% | $3,679-70.3% | $2,342-53.4% |
| Participant deferral / active EE | $1,565 | $2,854-45.2% | $3,897-59.8% | $3,332-53.0% |
| Admin fee / account holder | $231 | $3,840-94.0% | $5,194-95.5% | $4,645-95.0% |