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 | $19,863 | $202,432-90.2% | $169,368-88.3% | $139,434-85.8% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 27.82% | 531.74%-503.9pp | 405.60%-377.8pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,313 | $4,692-72.0% | $4,013-67.3% | $4,751-72.4% |
| Participant deferral / active EE | $1,740 | $6,938-74.9% | $6,221-72.0% | $6,710-74.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |