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 | $80,001 | $165,335-51.6% | $149,696-46.6% | $158,922-49.7% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 16.39% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,778 | $5,103-65.2% | $4,644-61.7% | $4,761-62.7% |
| Participant deferral / active EE | $5,018 | $7,181-30.1% | $6,842-26.7% | $5,982-16.1% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |