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 | $120,138 | $210,698-43.0% | $178,014-32.5% | $145,959-17.7% |
| Participation rate | 47.8% | 80.8%-32.9pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 17.05% | 386.27%-369.2pp | 294.80%-277.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,036 | $4,567-77.3% | $3,950-73.8% | $4,661-77.8% |
| Participant deferral / active EE | $3,036 | $6,958-56.4% | $6,276-51.6% | $6,689-54.6% |
| Admin fee / account holder | $215 | $12,016-98.2% | $10,362-97.9% | $13,398-98.4% |