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 | $74,580 | $104,974-29.0% | $95,585-22.0% | $142,382-47.6% |
| Participation rate | 26.3% | 75.0%-48.7pp | 72.1%-45.8pp | 80.1%-53.8pp |
| Annual return | 20.86% | 210.33%-189.5pp | 38.56%-17.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $770 | $2,779-72.3% | $2,527-69.5% | $4,299-82.1% |
| Participant deferral / active EE | $946 | $4,352-78.3% | $4,023-76.5% | $6,507-85.5% |
| Admin fee / account holder | $24 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |