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 | $52,078 | $165,335-68.5% | $149,696-65.2% | $158,922-67.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 25.93% | 348.15%-322.2pp | 276.60%-250.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $1,379 | $5,103-73.0% | $4,644-70.3% | $4,761-71.0% |
| Participant deferral / active EE | $4,486 | $7,181-37.5% | $6,842-34.4% | $5,982-25.0% |
| Admin fee / account holder | $38 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |