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 | $63,325 | $159,901-60.4% | $146,958-56.9% | $145,922-56.6% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 23.33% | 98.13%-74.8pp | 418.34%-395.0pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,571 | $5,286-51.4% | $4,933-47.9% | $4,660-44.8% |
| Participant deferral / active EE | $5,552 | $8,428-34.1% | $8,070-31.2% | $6,688-17.0% |
| Admin fee / account holder | $9 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |