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 | $56,316 | $109,982-48.8% | $97,226-42.1% | $145,922-61.4% |
| Participation rate | 27.8% | 75.9%-48.2pp | 72.7%-44.9pp | 80.3%-52.5pp |
| Annual return | 12.74% | 242.90%-230.2pp | 75.13%-62.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $755 | $3,084-75.5% | $2,729-72.3% | $4,660-83.8% |
| Participant deferral / active EE | $925 | $4,676-80.2% | $4,264-78.3% | $6,688-86.2% |
| Admin fee / account holder | $24 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |