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 | $109,999 | $159,901-31.2% | $146,958-25.1% | $145,922-24.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 24.65% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $1,888 | $5,286-64.3% | $4,933-61.7% | $4,660-59.5% |
| Participant deferral / active EE | $3,488 | $8,428-58.6% | $8,070-56.8% | $6,688-47.8% |
| Admin fee / account holder | $24 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |