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 | $50,009 | $180,449-72.3% | $154,107-67.5% | $135,375-63.1% |
| Participation rate | 35.7% | 87.4%-51.7pp | 83.0%-47.3pp | 82.6%-46.9pp |
| Annual return | -3.53% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,748 | $6,035-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $3,804 | $5,806-34.5% | $5,081-25.1% | $5,609-32.2% |
| Admin fee / account holder | $105 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |