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 | $71,324 | $209,411-65.9% | $178,490-60.0% | $158,922-55.1% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 21.53% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,867 | $5,706-67.3% | $5,011-62.7% | $4,761-60.8% |
| Participant deferral / active EE | $4,160 | $5,954-30.1% | $5,202-20.0% | $5,982-30.5% |
| Admin fee / account holder | $299 | $17,074-98.2% | $13,984-97.9% | $11,246-97.3% |