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 | $52,352 | $99,020-47.1% | $86,590-39.5% | $147,584-64.5% |
| Participation rate | 63.6% | 76.3%-12.7pp | 73.5%-9.9pp | 82.8%-19.2pp |
| Annual return | 9.22% | 1312.34%-1303.1pp | 964.84%-955.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,590 | $3,132-49.2% | $2,839-44.0% | $4,876-67.4% |
| Participant deferral / active EE | $2,108 | $3,972-46.9% | $3,609-41.6% | $5,439-61.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |