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 | $176,395 | $198,466-11.1% | $170,442+3.5% | $147,584+19.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.15% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,773 | $6,184-71.3% | $5,433-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $4,210 | $5,629-25.2% | $4,939-14.8% | $5,439-22.6% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,880-100.0% | $10,885-99.9% |