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 | $122,106 | $144,119-15.3% | $117,854+3.6% | $147,584-17.3% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 18.44% | 531.15%-512.7pp | 335.08%-316.6pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,296 | $4,896-73.5% | $3,786-65.8% | $4,876-73.4% |
| Participant deferral / active EE | $3,074 | $5,316-42.2% | $4,482-31.4% | $5,439-43.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |