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 5-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 | $27,466 | $88,751-69.1% | $81,812-66.4% | $145,922-81.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 16.41% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,953 | $3,083-36.6% | $2,912-32.9% | $4,660-58.1% |
| Participant deferral / active EE | $3,163 | $4,643-31.9% | $4,319-26.8% | $6,688-52.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |