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 | $87,008 | $109,327-20.4% | $89,391-2.7% | $158,922-45.3% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 14.57% | 345.68%-331.1pp | 245.62%-231.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,729 | $3,170-45.4% | $2,586-33.1% | $4,761-63.7% |
| Participant deferral / active EE | $2,358 | $4,598-48.7% | $3,890-39.4% | $5,982-60.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |