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 | $55,961 | $209,411-73.3% | $178,490-68.6% | $158,922-64.8% |
| Participation rate | 43.8% | 86.3%-42.6pp | 81.9%-38.2pp | 82.0%-38.2pp |
| Annual return | 20.12% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,831 | $5,706-67.9% | $5,011-63.5% | $4,761-61.5% |
| Participant deferral / active EE | $4,459 | $5,954-25.1% | $5,202-14.3% | $5,982-25.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |