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 | $68,537 | $198,466-65.5% | $170,442-59.8% | $147,584-53.6% |
| Participation rate | 35.7% | 88.0%-52.3pp | 83.6%-47.9pp | 82.8%-47.1pp |
| Annual return | 20.28% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,513 | $6,184-75.5% | $5,433-72.1% | $4,876-69.0% |
| Participant deferral / active EE | $3,086 | $5,629-45.2% | $4,939-37.5% | $5,439-43.3% |
| Admin fee / account holder | $241 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |