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 | $146,365 | $209,411-30.1% | $178,490-18.0% | $158,922-7.9% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 20.83% | 188.75%-167.9pp | 151.07%-130.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,199 | $5,706-79.0% | $5,011-76.1% | $4,761-74.8% |
| Participant deferral / active EE | $10,126 | $5,954+70.1% | $5,202+94.7% | $5,982+69.3% |
| Admin fee / account holder | $102 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |