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 | $46,794 | $144,119-67.5% | $117,854-60.3% | $147,584-68.3% |
| Participation rate | 58.8% | 83.4%-24.6pp | 79.7%-20.8pp | 82.8%-24.0pp |
| Annual return | 11.59% | 531.15%-519.6pp | 335.08%-323.5pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,133 | $4,896-56.4% | $3,786-43.7% | $4,876-56.3% |
| Participant deferral / active EE | $7,118 | $5,316+33.9% | $4,482+58.8% | $5,439+30.9% |
| Admin fee / account holder | $177 | $10,886-98.4% | $8,020-97.8% | $10,885-98.4% |