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 | $51,427 | $226,064-77.3% | $182,532-71.8% | $152,861-66.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 23.04% | 192.51%-169.5pp | 148.54%-125.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,050 | $4,978-58.8% | $4,076-49.7% | $4,762-57.0% |
| Participant deferral / active EE | $5,585 | $6,368-12.3% | $5,524+1.1% | $5,850-4.5% |
| Admin fee / account holder | $165 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |