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 | $103,414 | $217,402-52.4% | $185,823-44.3% | $167,490-38.3% |
| Participation rate | 64.7% | 86.0%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 10.43% | 148.36%-137.9pp | 122.05%-111.6pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,443 | $5,873-58.4% | $5,167-52.7% | $4,837-49.5% |
| Participant deferral / active EE | $4,798 | $6,356-24.5% | $5,568-13.8% | $6,341-24.3% |
| Admin fee / account holder | $170 | $19,811-99.1% | $16,237-99.0% | $12,309-98.6% |