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 | $61,780 | $159,602-61.3% | $150,045-58.8% | $142,382-56.6% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.3%-24.4pp | 80.1%-22.2pp |
| Annual return | 15.89% | 70.24%-54.3pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,516 | $4,961-69.4% | $4,693-67.7% | $4,299-64.7% |
| Participant deferral / active EE | $3,575 | $8,310-57.0% | $7,997-55.3% | $6,507-45.1% |
| Admin fee / account holder | $10 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |