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 | $46,677 | $74,888-37.7% | $71,209-34.5% | $142,382-67.2% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.1%-11.4pp |
| Annual return | 13.35% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,658 | $2,854-41.9% | $2,721-39.1% | $4,299-61.4% |
| Participant deferral / active EE | $5,490 | $4,454+23.3% | $4,175+31.5% | $6,507-15.6% |
| Admin fee / account holder | $191 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |