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 | $99,076 | $150,197-34.0% | $120,368-17.7% | $145,959-32.1% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 11.40% | 154.26%-142.9pp | 107.26%-95.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,360 | $4,350-68.7% | $3,465-60.7% | $4,661-70.8% |
| Participant deferral / active EE | $4,422 | $6,174-28.4% | $4,991-11.4% | $6,689-33.9% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |