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 | $167,672 | $209,411-19.9% | $178,490-6.1% | $158,922+5.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 28.50% | 188.75%-160.2pp | 151.07%-122.6pp | 302.83%-274.3pp |
| Employer contribution / active EE | $2,270 | $5,706-60.2% | $5,011-54.7% | $4,761-52.3% |
| Participant deferral / active EE | $6,736 | $5,954+13.1% | $5,202+29.5% | $5,982+12.6% |
| Admin fee / account holder | $290 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |