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 | $107,922 | $198,466-45.6% | $170,442-36.7% | $147,584-26.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 19.08% | 257.29%-238.2pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,551 | $6,184-74.9% | $5,433-71.4% | $4,876-68.2% |
| Participant deferral / active EE | $2,550 | $5,629-54.7% | $4,939-48.4% | $5,439-53.1% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |