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 | $51,682 | $99,877-48.3% | $84,966-39.2% | $145,922-64.6% |
| Participation rate | 61.9% | 74.1%-12.2pp | 67.5%-5.6pp | 80.3%-18.4pp |
| Annual return | 18.04% | 83.76%-65.7pp | 66.38%-48.3pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,880 | $3,231-41.8% | $2,727-31.0% | $4,660-59.6% |
| Participant deferral / active EE | $2,440 | $5,291-53.9% | $4,519-46.0% | $6,688-63.5% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |