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 | $60,496 | $58,927+2.7% | $76,817-21.2% | $72,985-17.1% |
| Participation rate | 26.4% | 67.3%-40.9pp | 72.1%-45.7pp | 69.5%-43.1pp |
| Annual return | 22.32% | 2305.64%-2283.3pp | 1166.11%-1143.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $417 | $1,787-76.6% | $2,302-81.9% | $2,440-82.9% |
| Participant deferral / active EE | $1,486 | $2,690-44.8% | $3,336-55.5% | $3,607-58.8% |
| Admin fee / account holder | $181 | $4,013-95.5% | $6,420-97.2% | $5,124-96.5% |