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 | $89,418 | $100,852-11.3% | $90,404-1.1% | $158,922-43.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 25.97% | 1724.20%-1698.2pp | 1293.02%-1267.0pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,477 | $3,689-60.0% | $3,262-54.7% | $4,761-69.0% |
| Participant deferral / active EE | $2,940 | $4,348-32.4% | $3,963-25.8% | $5,982-50.9% |
| Admin fee / account holder | $27 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |