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 | $79,813 | $150,187-46.9% | $120,354-33.7% | $145,922-45.3% |
| Participation rate | 36.4% | 78.8%-42.4pp | 71.9%-35.5pp | 80.3%-43.9pp |
| Annual return | 11.63% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,791 | $6,173-6.2% | $4,991+16.0% | $6,688-13.4% |
| Admin fee / account holder | $22 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |