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 | $65,285 | $100,901-35.3% | $75,670-13.7% | $147,584-55.8% |
| Participation rate | 37.5% | 77.1%-39.6pp | 72.3%-34.8pp | 82.8%-45.3pp |
| Annual return | 10.24% | 35.78%-25.5pp | 27.34%-17.1pp | 578.55%-568.3pp |
| Employer contribution / active EE | $242 | $3,253-92.6% | $2,352-89.7% | $4,876-95.0% |
| Participant deferral / active EE | $2,452 | $4,027-39.1% | $3,142-22.0% | $5,439-54.9% |
| Admin fee / account holder | $10 | $11,285-99.9% | $5,800-99.8% | $10,885-99.9% |