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 | $106,335 | $176,056-39.6% | $159,436-33.3% | $167,490-36.5% |
| Participation rate | 58.3% | 84.9%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 11.37% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $4,164 | $5,297-21.4% | $4,829-13.8% | $4,837-13.9% |
| Participant deferral / active EE | $7,783 | $7,750+0.4% | $7,352+5.9% | $6,341+22.7% |
| Admin fee / account holder | $154 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |