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 | $144,684 | $210,698-31.3% | $178,014-18.7% | $145,959-0.9% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 23.99% | 386.27%-362.3pp | 294.80%-270.8pp | 561.95%-538.0pp |
| Employer contribution / active EE | $1,815 | $4,567-60.3% | $3,950-54.1% | $4,661-61.1% |
| Participant deferral / active EE | $10,000 | $6,958+43.7% | $6,276+59.3% | $6,689+49.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |