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 | $138,805 | $210,648-34.1% | $177,989-22.0% | $145,922-4.9% |
| Participation rate | 52.4% | 80.8%-28.4pp | 77.1%-24.7pp | 80.3%-27.9pp |
| Annual return | 18.16% | 385.86%-367.7pp | 294.48%-276.3pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,959 | $4,565-57.1% | $3,949-50.4% | $4,660-58.0% |
| Participant deferral / active EE | $4,018 | $6,958-42.2% | $6,276-36.0% | $6,688-39.9% |
| Admin fee / account holder | $4 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |