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 | $97,272 | $132,634-26.7% | $115,768-16.0% | $137,256-29.1% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.4%-36.9pp | 80.0%-42.5pp |
| Annual return | 10.88% | 160.70%-149.8pp | 100.46%-89.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $2,059 | $3,360-38.7% | $2,940-30.0% | $4,156-50.5% |
| Participant deferral / active EE | $2,731 | $5,619-51.4% | $4,917-44.5% | $6,407-57.4% |
| Admin fee / account holder | $30 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |