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 | $119,917 | $183,519-34.7% | $155,509-22.9% | $145,922-17.8% |
| Participation rate | 42.1% | 82.7%-40.6pp | 78.2%-36.1pp | 80.3%-38.2pp |
| Annual return | 15.68% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,110 | $5,313-79.1% | $4,672-76.3% | $4,660-76.2% |
| Participant deferral / active EE | $2,059 | $6,462-68.1% | $5,626-63.4% | $6,688-69.2% |
| Admin fee / account holder | $7 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |