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 | $107,772 | $202,318-46.7% | $172,739-37.6% | $152,861-29.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 19.46% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,286 | $5,856-61.0% | $5,143-55.5% | $4,762-52.0% |
| Participant deferral / active EE | $4,899 | $5,948-17.6% | $5,198-5.7% | $5,850-16.3% |
| Admin fee / account holder | $130 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |