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 | $61,394 | $157,256-61.0% | $141,162-56.5% | $152,861-59.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.4%-82.4pp |
| Annual return | 25.68% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,249 | $5,261-38.2% | $4,735-31.4% | $4,762-31.8% |
| Participant deferral / active EE | $3,698 | $7,109-48.0% | $6,709-44.9% | $5,850-36.8% |
| Admin fee / account holder | $284 | $12,120-97.7% | $10,261-97.2% | $11,596-97.6% |