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 | $210,648-43.0% | $177,989-32.5% | $145,922-17.7% |
| Participation rate | 47.8% | 80.8%-32.9pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 17.05% | 385.86%-368.8pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,036 | $4,565-77.3% | $3,949-73.8% | $4,660-77.8% |
| Participant deferral / active EE | $3,036 | $6,958-56.4% | $6,276-51.6% | $6,688-54.6% |
| Admin fee / account holder | $215 | $12,013-98.2% | $10,363-97.9% | $13,397-98.4% |