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 | $60,156 | $198,466-69.7% | $170,442-64.7% | $147,584-59.2% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 26.32% | 257.29%-231.0pp | 205.93%-179.6pp | 578.55%-552.2pp |
| Employer contribution / active EE | $1,330 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $2,864 | $5,629-49.1% | $4,939-42.0% | $5,439-47.3% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |