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 | $112,311 | $226,064-50.3% | $182,532-38.5% | $152,861-26.5% |
| Participation rate | 20.8% | 82.5%-61.6pp | 78.0%-57.1pp | 82.4%-61.6pp |
| Annual return | 23.80% | 192.51%-168.7pp | 148.54%-124.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,139 | $6,368-50.7% | $5,524-43.2% | $5,850-46.3% |
| Admin fee / account holder | $25 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |