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 | $62,509 | $159,901-60.9% | $146,958-57.5% | $145,922-57.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 14.39% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,315 | $5,286-75.1% | $4,933-73.3% | $4,660-71.8% |
| Participant deferral / active EE | $4,672 | $8,428-44.6% | $8,070-42.1% | $6,688-30.1% |
| Admin fee / account holder | $8 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |