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 | $48,051 | $202,318-76.2% | $172,739-72.2% | $152,861-68.6% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.4%-25.9pp |
| Annual return | 23.42% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,991 | $5,856-66.0% | $5,143-61.3% | $4,762-58.2% |
| Participant deferral / active EE | $3,243 | $5,948-45.5% | $5,198-37.6% | $5,850-44.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |