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 | $157,072 | $202,432-22.4% | $169,368-7.3% | $139,434+12.6% |
| Participation rate | 36.4% | 81.1%-44.7pp | 77.1%-40.8pp | 80.3%-44.0pp |
| Annual return | 21.87% | 531.74%-509.9pp | 405.60%-383.7pp | 372.94%-351.1pp |
| Employer contribution / active EE | $740 | $4,692-84.2% | $4,013-81.6% | $4,751-84.4% |
| Participant deferral / active EE | $3,391 | $6,938-51.1% | $6,221-45.5% | $6,710-49.5% |
| Admin fee / account holder | $48 | $10,708-99.5% | $9,003-99.5% | $11,403-99.6% |