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 | $37,605 | $100,852-62.7% | $90,404-58.4% | $158,922-76.3% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 21.27% | 1724.20%-1702.9pp | 1293.02%-1271.7pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,144 | $3,689-69.0% | $3,262-64.9% | $4,761-76.0% |
| Participant deferral / active EE | $1,171 | $4,348-73.1% | $3,963-70.5% | $5,982-80.4% |
| Admin fee / account holder | $117 | $6,501-98.2% | $5,611-97.9% | $11,246-99.0% |