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 | $99,749 | $198,466-49.7% | $170,442-41.5% | $147,584-32.4% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 21.10% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,886 | $6,184-69.5% | $5,433-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $3,580 | $5,629-36.4% | $4,939-27.5% | $5,439-34.2% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |