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 | $112,496 | $217,402-48.3% | $185,823-39.5% | $167,490-32.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.26% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,520 | $5,873-74.1% | $5,167-70.6% | $4,837-68.6% |
| Participant deferral / active EE | $4,206 | $6,356-33.8% | $5,568-24.5% | $6,341-33.7% |
| Admin fee / account holder | $30 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |