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 | $26,572 | $138,065-80.8% | $123,544-78.5% | $135,375-80.4% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | 33.77% | 153.68%-119.9pp | 119.20%-85.4pp | 519.73%-486.0pp |
| Employer contribution / active EE | $2,050 | $5,151-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $4,070 | $6,799-40.1% | $6,426-36.7% | $5,609-27.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |