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 | $128,014 | $107,334+19.3% | $92,893+37.8% | $152,861-16.3% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.0%-16.9pp | 82.4%-23.4pp |
| Annual return | 17.86% | 145.58%-127.7pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $938 | $4,221-77.8% | $3,653-74.3% | $4,762-80.3% |
| Participant deferral / active EE | $2,706 | $4,845-44.1% | $4,236-36.1% | $5,850-53.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |