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 | $103,543 | $144,119-28.2% | $117,854-12.1% | $147,584-29.8% |
| Participation rate | 57.1% | 83.4%-26.3pp | 79.7%-22.5pp | 82.8%-25.7pp |
| Annual return | 14.27% | 531.15%-516.9pp | 335.08%-320.8pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,445 | $4,896-70.5% | $3,786-61.8% | $4,876-70.4% |
| Participant deferral / active EE | $3,433 | $5,316-35.4% | $4,482-23.4% | $5,439-36.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |