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 | $32,809 | $159,901-79.5% | $146,958-77.7% | $145,922-77.5% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 15.05% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,292 | $5,286-75.6% | $4,933-73.8% | $4,660-72.3% |
| Participant deferral / active EE | $4,411 | $8,428-47.7% | $8,070-45.3% | $6,688-34.0% |
| Admin fee / account holder | $18 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |