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 | $138,505 | $176,056-21.3% | $159,436-13.1% | $167,490-17.3% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 15.37% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,277 | $5,297-38.1% | $4,829-32.2% | $4,837-32.3% |
| Participant deferral / active EE | $7,287 | $7,750-6.0% | $7,352-0.9% | $6,341+14.9% |
| Admin fee / account holder | $18 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |