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 | $32,086 | $202,318-84.1% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 22.78% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,620 | $5,856-72.3% | $5,143-68.5% | $4,762-66.0% |
| Participant deferral / active EE | $4,440 | $5,948-25.3% | $5,198-14.6% | $5,850-24.1% |
| Admin fee / account holder | $22 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |