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 | $37,319 | $175,202-78.7% | $149,673-75.1% | $139,434-73.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 21.99% | 166.71%-144.7pp | 134.42%-112.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,873 | $5,474-65.8% | $4,818-61.1% | $4,751-60.6% |
| Participant deferral / active EE | $2,308 | $6,519-64.6% | $5,680-59.4% | $6,710-65.6% |
| Admin fee / account holder | $225 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |