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 | $49,797 | $102,966-51.6% | $90,281-44.8% | $152,861-67.4% |
| Participation rate | 36.8% | 75.9%-39.0pp | 73.3%-36.4pp | 82.4%-45.6pp |
| Annual return | 19.85% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.5pp |
| Employer contribution / active EE | $768 | $3,139-75.5% | $2,854-73.1% | $4,762-83.9% |
| Participant deferral / active EE | $1,051 | $4,281-75.4% | $3,885-72.9% | $5,850-82.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |