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 | $51,205 | $144,119-64.5% | $117,854-56.6% | $147,584-65.3% |
| Participation rate | 63.2% | 83.4%-20.3pp | 79.7%-16.5pp | 82.8%-19.7pp |
| Annual return | 19.85% | 531.15%-511.3pp | 335.08%-315.2pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,142 | $4,896-35.8% | $3,786-17.0% | $4,876-35.6% |
| Participant deferral / active EE | $3,599 | $5,316-32.3% | $4,482-19.7% | $5,439-33.8% |
| Admin fee / account holder | $28 | $10,886-99.7% | $8,020-99.7% | $10,885-99.7% |