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 | $68,221 | $175,202-61.1% | $149,673-54.4% | $139,434-51.1% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 25.76% | 166.71%-140.9pp | 134.42%-108.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,108 | $5,474-61.5% | $4,818-56.2% | $4,751-55.6% |
| Participant deferral / active EE | $4,515 | $6,519-30.7% | $5,680-20.5% | $6,710-32.7% |
| Admin fee / account holder | $271 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |