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 | $45,830 | $138,065-66.8% | $123,544-62.9% | $135,375-66.1% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | 164.52% | 153.68%+10.8pp | 119.20%+45.3pp | 519.73%-355.2pp |
| Employer contribution / active EE | $2,326 | $5,151-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $4,269 | $6,799-37.2% | $6,426-33.6% | $5,609-23.9% |
| Admin fee / account holder | $139 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |