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 | $98,814 | $149,040-33.7% | $120,225-17.8% | $137,256-28.0% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 14.88% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $157 | $4,350-96.4% | $3,475-95.5% | $4,156-96.2% |
| Participant deferral / active EE | $3,428 | $4,655-26.3% | $3,999-14.3% | $6,407-46.5% |
| Admin fee / account holder | $281 | $6,348-95.6% | $5,696-95.1% | $12,270-97.7% |