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 | $33,972 | $202,432-83.2% | $169,368-79.9% | $139,434-75.6% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 25.56% | 531.74%-506.2pp | 405.60%-380.0pp | 372.94%-347.4pp |
| Employer contribution / active EE | $1,063 | $4,692-77.4% | $4,013-73.5% | $4,751-77.6% |
| Participant deferral / active EE | $2,484 | $6,938-64.2% | $6,221-60.1% | $6,710-63.0% |
| Admin fee / account holder | $10 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |