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 | $122,057 | $198,466-38.5% | $170,442-28.4% | $147,584-17.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 18.44% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,540 | $6,184-75.1% | $5,433-71.7% | $4,876-68.4% |
| Participant deferral / active EE | $2,955 | $5,629-47.5% | $4,939-40.2% | $5,439-45.7% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |