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 | $58,181 | $155,788-62.7% | $124,672-53.3% | $167,490-65.3% |
| Participation rate | 65.0% | 81.1%-16.1pp | 74.6%-9.6pp | 82.1%-17.1pp |
| Annual return | 13.63% | 17.97%-4.3pp | 5142.93%-5129.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,080 | $4,163-50.0% | $3,324-37.4% | $4,837-57.0% |
| Participant deferral / active EE | $5,716 | $5,673+0.8% | $4,614+23.9% | $6,341-9.9% |
| Admin fee / account holder | $222 | $9,531-97.7% | $7,493-97.0% | $12,309-98.2% |