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 | $40,134 | $198,466-79.8% | $170,442-76.5% | $147,584-72.8% |
| Participation rate | 65.0% | 88.0%-23.0pp | 83.6%-18.6pp | 82.8%-17.8pp |
| Annual return | 18.07% | 257.29%-239.2pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,964 | $6,184-68.2% | $5,433-63.9% | $4,876-59.7% |
| Participant deferral / active EE | $4,258 | $5,629-24.4% | $4,939-13.8% | $5,439-21.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |