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 | $63,477 | $113,339-44.0% | $94,993-33.2% | $147,584-57.0% |
| Participation rate | 68.2% | 78.0%-9.8pp | 73.9%-5.7pp | 82.8%-14.6pp |
| Annual return | 14.60% | 20.77%-6.2pp | 27.12%-12.5pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,596 | $3,160-49.5% | $2,603-38.7% | $4,876-67.3% |
| Participant deferral / active EE | $3,282 | $3,777-13.1% | $3,317-1.0% | $5,439-39.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |