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 | $129,459 | $198,466-34.8% | $170,442-24.0% | $147,584-12.3% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 20.80% | 257.29%-236.5pp | 205.93%-185.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,397 | $6,184-77.4% | $5,433-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $5,347 | $5,629-5.0% | $4,939+8.2% | $5,439-1.7% |
| Admin fee / account holder | $30 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |