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 | $72,731 | $144,119-49.5% | $117,854-38.3% | $147,584-50.7% |
| Participation rate | 28.6% | 83.4%-54.8pp | 79.7%-51.1pp | 82.8%-54.3pp |
| Annual return | 12.48% | 531.15%-518.7pp | 335.08%-322.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,064 | $4,896-78.3% | $3,786-71.9% | $4,876-78.2% |
| Participant deferral / active EE | $2,573 | $5,316-51.6% | $4,482-42.6% | $5,439-52.7% |
| Admin fee / account holder | $168 | $10,886-98.5% | $8,020-97.9% | $10,885-98.5% |