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 | $46,980 | $202,318-76.8% | $172,739-72.8% | $152,861-69.3% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.4%-43.6pp |
| Annual return | 19.85% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,262 | $5,856-78.4% | $5,143-75.5% | $4,762-73.5% |
| Participant deferral / active EE | $2,483 | $5,948-58.2% | $5,198-52.2% | $5,850-57.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |