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 | $151,249 | $209,411-27.8% | $178,490-15.3% | $158,922-4.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 34.67% | 188.75%-154.1pp | 151.07%-116.4pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,365 | $5,706-76.1% | $5,011-72.8% | $4,761-71.3% |
| Participant deferral / active EE | $3,724 | $5,954-37.5% | $5,202-28.4% | $5,982-37.7% |
| Admin fee / account holder | $95 | $17,074-99.4% | $13,984-99.3% | $11,246-99.2% |