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 | $143,767 | $176,056-18.3% | $159,436-9.8% | $167,490-14.2% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 24.20% | 331.75%-307.5pp | 263.57%-239.4pp | 478.56%-454.4pp |
| Employer contribution / active EE | $2,700 | $5,297-49.0% | $4,829-44.1% | $4,837-44.2% |
| Participant deferral / active EE | $3,375 | $7,750-56.5% | $7,352-54.1% | $6,341-46.8% |
| Admin fee / account holder | $116 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |