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 | $128,201 | $209,411-38.8% | $178,490-28.2% | $158,922-19.3% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 21.46% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,207 | $5,706-61.3% | $5,011-56.0% | $4,761-53.6% |
| Participant deferral / active EE | $5,358 | $5,954-10.0% | $5,202+3.0% | $5,982-10.4% |
| Admin fee / account holder | $125 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |