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 | $76,448 | $209,411-63.5% | $178,490-57.2% | $158,922-51.9% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 16.43% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,404 | $5,706-75.4% | $5,011-72.0% | $4,761-70.5% |
| Participant deferral / active EE | $4,548 | $5,954-23.6% | $5,202-12.6% | $5,982-24.0% |
| Admin fee / account holder | $60 | $17,074-99.6% | $13,984-99.6% | $11,246-99.5% |