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 | $50,904 | $144,119-64.7% | $117,854-56.8% | $147,584-65.5% |
| Participation rate | 36.8% | 83.4%-46.6pp | 79.7%-42.8pp | 82.8%-46.0pp |
| Annual return | 24.33% | 531.15%-506.8pp | 335.08%-310.7pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,298 | $4,896-73.5% | $3,786-65.7% | $4,876-73.4% |
| Participant deferral / active EE | $2,795 | $5,316-47.4% | $4,482-37.6% | $5,439-48.6% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |