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 | $45,663 | $138,065-66.9% | $123,544-63.0% | $135,375-66.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 33.67% | 153.68%-120.0pp | 119.20%-85.5pp | 519.73%-486.1pp |
| Employer contribution / active EE | $2,489 | $5,151-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $5,003 | $6,799-26.4% | $6,426-22.1% | $5,609-10.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |