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 | $71,772 | $90,600-20.8% | $79,464-9.7% | $135,375-47.0% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 82.6%-14.2pp |
| Annual return | 10.66% | 977.43%-966.8pp | 718.14%-707.5pp | 519.73%-509.1pp |
| Employer contribution / active EE | $1,183 | $3,068-61.4% | $2,800-57.8% | $4,779-75.2% |
| Participant deferral / active EE | $2,141 | $4,050-47.1% | $3,704-42.2% | $5,609-61.8% |
| Admin fee / account holder | $12 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |