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 | $77,508 | $226,064-65.7% | $182,532-57.5% | $152,861-49.3% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.0%-38.0pp | 82.4%-42.4pp |
| Annual return | 28.39% | 192.51%-164.1pp | 148.54%-120.1pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,139 | $4,978-57.0% | $4,076-47.5% | $4,762-55.1% |
| Participant deferral / active EE | $6,192 | $6,368-2.8% | $5,524+12.1% | $5,850+5.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |