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 | $73,965 | $114,381-35.3% | $107,525-31.2% | $142,382-48.1% |
| Participation rate | 38.5% | 78.1%-39.7pp | 75.1%-36.6pp | 80.1%-41.7pp |
| Annual return | 16.08% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,090 | $4,015-72.8% | $3,754-71.0% | $4,299-74.6% |
| Participant deferral / active EE | $1,618 | $5,564-70.9% | $5,116-68.4% | $6,507-75.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |