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 | $37,503 | $121,625-69.2% | $104,607-64.1% | $158,922-76.4% |
| Participation rate | 58.8% | 77.5%-18.7pp | 74.1%-15.3pp | 82.0%-23.1pp |
| Annual return | 11.93% | 465.26%-453.3pp | 340.46%-328.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,059 | $3,163-66.5% | $2,681-60.5% | $4,761-77.8% |
| Participant deferral / active EE | $1,814 | $4,177-56.6% | $3,740-51.5% | $5,982-69.7% |
| Admin fee / account holder | $295 | $7,787-96.2% | $6,473-95.4% | $11,246-97.4% |