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 | $185,992 | $217,402-14.4% | $185,823+0.1% | $167,490+11.0% |
| Participation rate | 44.4% | 86.0%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 37.91% | 148.36%-110.4pp | 122.05%-84.1pp | 478.56%-440.6pp |
| Employer contribution / active EE | $1,608 | $5,873-72.6% | $5,167-68.9% | $4,837-66.8% |
| Participant deferral / active EE | $3,121 | $6,356-50.9% | $5,568-43.9% | $6,341-50.8% |
| Admin fee / account holder | $24 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |