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 | $57,603 | $198,466-71.0% | $170,442-66.2% | $147,584-61.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 14.39% | 257.29%-242.9pp | 205.93%-191.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,411 | $6,184-61.0% | $5,433-55.6% | $4,876-50.6% |
| Participant deferral / active EE | $4,760 | $5,629-15.4% | $4,939-3.6% | $5,439-12.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |