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 | $35,935 | $159,901-77.5% | $146,958-75.5% | $145,922-75.4% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 14.59% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,963 | $5,286-62.9% | $4,933-60.2% | $4,660-57.9% |
| Participant deferral / active EE | $3,611 | $8,428-57.2% | $8,070-55.3% | $6,688-46.0% |
| Admin fee / account holder | $9 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |