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 | $112,719 | $169,032-33.3% | $129,207-12.8% | $145,922-22.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.46% | 14330.11%-14320.6pp | 9417.33%-9407.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,894 | $5,537-65.8% | $4,153-54.4% | $4,660-59.4% |
| Participant deferral / active EE | $2,841 | $4,987-43.0% | $4,168-31.8% | $6,688-57.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |