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 | $31,777 | $217,402-85.4% | $185,823-82.9% | $167,490-81.0% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 12.58% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,278 | $5,873-78.2% | $5,167-75.3% | $4,837-73.6% |
| Participant deferral / active EE | $2,961 | $6,356-53.4% | $5,568-46.8% | $6,341-53.3% |
| Admin fee / account holder | $5 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |