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 | $24,131 | $104,907-77.0% | $84,611-71.5% | $152,861-84.2% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 21.53% | 373.79%-352.3pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $805 | $3,302-75.6% | $2,652-69.6% | $4,762-83.1% |
| Participant deferral / active EE | $4,023 | $4,688-14.2% | $3,899+3.2% | $5,850-31.2% |
| Admin fee / account holder | $118 | $6,241-98.1% | $4,912-97.6% | $11,596-99.0% |