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 | $35,833 | $165,335-78.3% | $149,696-76.1% | $158,922-77.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 27.24% | 348.15%-320.9pp | 276.60%-249.4pp | 302.83%-275.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,611 | $7,181-49.7% | $6,842-47.2% | $5,982-39.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |