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 | $53,017 | $70,756-25.1% | $65,493-19.0% | $142,382-62.8% |
| Participation rate | 38.5% | 77.4%-38.9pp | 73.1%-34.6pp | 80.1%-41.7pp |
| Annual return | 18.04% | 1754.89%-1736.9pp | 982.45%-964.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,294 | $2,881-55.1% | $2,574-49.7% | $4,299-69.9% |
| Participant deferral / active EE | $1,574 | $4,637-66.1% | $3,961-60.3% | $6,507-75.8% |
| Admin fee / account holder | $69 | $6,559-98.9% | $5,028-98.6% | $12,624-99.4% |