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 | $67,565 | $217,402-68.9% | $185,823-63.6% | $167,490-59.7% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.2pp |
| Annual return | 15.94% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,506 | $5,873-74.4% | $5,167-70.8% | $4,837-68.9% |
| Participant deferral / active EE | $3,603 | $6,356-43.3% | $5,568-35.3% | $6,341-43.2% |
| Admin fee / account holder | $41 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |