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 | $48,859 | $144,119-66.1% | $117,854-58.5% | $147,584-66.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 12.13% | 531.15%-519.0pp | 335.08%-322.9pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,215 | $4,896-75.2% | $3,786-67.9% | $4,876-75.1% |
| Participant deferral / active EE | $3,424 | $5,316-35.6% | $4,482-23.6% | $5,439-37.0% |
| Admin fee / account holder | $31 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |