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 | $67,622 | $121,625-44.4% | $104,607-35.4% | $158,922-57.4% |
| Participation rate | 38.5% | 77.5%-39.1pp | 74.1%-35.6pp | 82.0%-43.5pp |
| Annual return | 34.67% | 465.26%-430.6pp | 340.46%-305.8pp | 302.83%-268.2pp |
| Employer contribution / active EE | $829 | $3,163-73.8% | $2,681-69.1% | $4,761-82.6% |
| Participant deferral / active EE | $3,317 | $4,177-20.6% | $3,740-11.3% | $5,982-44.5% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |