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 | $69,735 | $198,466-64.9% | $170,442-59.1% | $147,584-52.7% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 18.59% | 257.29%-238.7pp | 205.93%-187.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,324 | $6,184-62.4% | $5,433-57.2% | $4,876-52.3% |
| Participant deferral / active EE | $4,754 | $5,629-15.5% | $4,939-3.7% | $5,439-12.6% |
| Admin fee / account holder | $139 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |