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 | $87,242 | $226,064-61.4% | $182,532-52.2% | $152,861-42.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 22.64% | 192.51%-169.9pp | 148.54%-125.9pp | 345.32%-322.7pp |
| Employer contribution / active EE | $884 | $4,978-82.2% | $4,076-78.3% | $4,762-81.4% |
| Participant deferral / active EE | $4,987 | $6,368-21.7% | $5,524-9.7% | $5,850-14.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |