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 | $97,764 | $198,466-50.7% | $170,442-42.6% | $147,584-33.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 13.77% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,434 | $6,184-76.8% | $5,433-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $4,647 | $5,629-17.5% | $4,939-5.9% | $5,439-14.6% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |