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 | $48,816 | $209,411-76.7% | $178,490-72.7% | $158,922-69.3% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 23.14% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,597 | $5,706-72.0% | $5,011-68.1% | $4,761-66.5% |
| Participant deferral / active EE | $3,678 | $5,954-38.2% | $5,202-29.3% | $5,982-38.5% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |