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 | $45,473 | $135,952-66.6% | $123,892-63.3% | $273,961-83.4% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 40.96% | 56.63%-15.7pp | 47.52%-6.6pp | 41.45%-0.5pp |
| Employer contribution / active EE | $2,415 | $5,170-53.3% | $4,617-47.7% | $4,869-50.4% |
| Participant deferral / active EE | $4,353 | $6,343-31.4% | $5,984-27.3% | $5,287-17.7% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,132-99.8% |