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 | $74,815 | $144,119-48.1% | $117,854-36.5% | $147,584-49.3% |
| Participation rate | 45.8% | 83.4%-37.6pp | 79.7%-33.8pp | 82.8%-37.0pp |
| Annual return | 25.19% | 531.15%-506.0pp | 335.08%-309.9pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,758 | $4,896-64.1% | $3,786-53.6% | $4,876-63.9% |
| Participant deferral / active EE | $3,032 | $5,316-43.0% | $4,482-32.3% | $5,439-44.3% |
| Admin fee / account holder | $288 | $10,886-97.4% | $8,020-96.4% | $10,885-97.4% |