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 | $53,243 | $144,119-63.1% | $117,854-54.8% | $147,584-63.9% |
| Participation rate | 43.8% | 83.4%-39.7pp | 79.7%-35.9pp | 82.8%-39.1pp |
| Annual return | 10.59% | 531.15%-520.6pp | 335.08%-324.5pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,879 | $4,896-61.6% | $3,786-50.4% | $4,876-61.5% |
| Participant deferral / active EE | $3,750 | $5,316-29.5% | $4,482-16.3% | $5,439-31.0% |
| Admin fee / account holder | $147 | $10,886-98.6% | $8,020-98.2% | $10,885-98.6% |