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 | $73,471 | $118,849-38.2% | $96,562-23.9% | $167,490-56.1% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 15.97% | 50.49%-34.5pp | 37.78%-21.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,194 | $3,120-61.7% | $2,356-49.3% | $4,837-75.3% |
| Participant deferral / active EE | $2,960 | $4,616-35.9% | $3,849-23.1% | $6,341-53.3% |
| Admin fee / account holder | $5 | $8,065-99.9% | $6,181-99.9% | $12,309-100.0% |