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 | $72,224 | $217,402-66.8% | $185,823-61.1% | $167,490-56.9% |
| Participation rate | 63.2% | 86.0%-22.9pp | 81.7%-18.5pp | 82.1%-18.9pp |
| Annual return | 10.09% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,809 | $5,873-52.2% | $5,167-45.6% | $4,837-41.9% |
| Participant deferral / active EE | $5,106 | $6,356-19.7% | $5,568-8.3% | $6,341-19.5% |
| Admin fee / account holder | $283 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |