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 | $66,361 | $202,318-67.2% | $172,739-61.6% | $152,861-56.6% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.4%-21.3pp |
| Annual return | 24.94% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,769 | $5,856-69.8% | $5,143-65.6% | $4,762-62.9% |
| Participant deferral / active EE | $3,972 | $5,948-33.2% | $5,198-23.6% | $5,850-32.1% |
| Admin fee / account holder | $35 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |