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 | $78,126 | $198,466-60.6% | $170,442-54.2% | $147,584-47.1% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 19.02% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,999 | $6,184-51.5% | $5,433-44.8% | $4,876-38.5% |
| Participant deferral / active EE | $5,329 | $5,629-5.3% | $4,939+7.9% | $5,439-2.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |