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 | $48,481 | $175,202-72.3% | $149,673-67.6% | $139,434-65.2% |
| Participation rate | 38.9% | 83.4%-44.5pp | 78.8%-39.9pp | 80.3%-41.4pp |
| Annual return | 26.57% | 166.71%-140.1pp | 134.42%-107.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,473 | $5,474-73.1% | $4,818-69.4% | $4,751-69.0% |
| Participant deferral / active EE | $3,659 | $6,519-43.9% | $5,680-35.6% | $6,710-45.5% |
| Admin fee / account holder | $271 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |