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 | $33,635 | $159,901-79.0% | $146,958-77.1% | $145,922-76.9% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 20.85% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $2,436 | $5,286-53.9% | $4,933-50.6% | $4,660-47.7% |
| Participant deferral / active EE | $5,382 | $8,428-36.1% | $8,070-33.3% | $6,688-19.5% |
| Admin fee / account holder | $172 | $15,044-98.9% | $12,998-98.7% | $13,397-98.7% |