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 | $115,446 | $202,318-42.9% | $172,739-33.2% | $152,861-24.5% |
| Participation rate | 55.0% | 87.1%-32.1pp | 82.6%-27.6pp | 82.4%-27.4pp |
| Annual return | 26.38% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,156 | $5,856-63.2% | $5,143-58.1% | $4,762-54.7% |
| Participant deferral / active EE | $3,484 | $5,948-41.4% | $5,198-33.0% | $5,850-40.4% |
| Admin fee / account holder | $221 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |