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 | $148,271 | $197,591-25.0% | $177,821-16.6% | $158,922-6.7% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 13.72% | 58.76%-45.0pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,637 | $6,697-75.6% | $5,918-72.3% | $4,761-65.6% |
| Participant deferral / active EE | $4,047 | $8,405-51.9% | $7,714-47.5% | $5,982-32.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |