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 | $53,866 | $107,334-49.8% | $92,893-42.0% | $152,861-64.8% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.4%-41.5pp |
| Annual return | 24.60% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $846 | $4,221-80.0% | $3,653-76.9% | $4,762-82.2% |
| Participant deferral / active EE | $4,125 | $4,845-14.9% | $4,236-2.6% | $5,850-29.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |