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 | $65,028 | $183,519-64.6% | $155,509-58.2% | $145,922-55.4% |
| Participation rate | 39.1% | 82.7%-43.5pp | 78.2%-39.1pp | 80.3%-41.1pp |
| Annual return | 10.11% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,987 | $6,462+23.6% | $5,626+42.0% | $6,688+19.4% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |