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 | $79,253 | $100,773-21.4% | $88,946-10.9% | $142,382-44.3% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 290.43% | 70.18%+220.3pp | 57.82%+232.6pp | 217.08%+73.4pp |
| Employer contribution / active EE | $432 | $2,918-85.2% | $2,555-83.1% | $4,299-90.0% |
| Participant deferral / active EE | $1,066 | $5,230-79.6% | $4,581-76.7% | $6,507-83.6% |
| Admin fee / account holder | $143 | $9,693-98.5% | $8,261-98.3% | $12,624-98.9% |