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 | $96,807 | $114,381-15.4% | $107,525-10.0% | $142,382-32.0% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 12.25% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,129 | $4,015-71.9% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $4,829 | $5,564-13.2% | $5,116-5.6% | $6,507-25.8% |
| Admin fee / account holder | $13 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |