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 | $109,473 | $144,119-24.0% | $117,854-7.1% | $147,584-25.8% |
| Participation rate | 15.4% | 83.4%-68.0pp | 79.7%-64.3pp | 82.8%-67.4pp |
| Annual return | 19.71% | 531.15%-511.4pp | 335.08%-315.4pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,551 | $4,896-68.3% | $3,786-59.0% | $4,876-68.2% |
| Participant deferral / active EE | $3,740 | $5,316-29.6% | $4,482-16.5% | $5,439-31.2% |
| Admin fee / account holder | $13 | $10,886-99.9% | $8,020-99.8% | $10,885-99.9% |