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 | $39,579 | $84,695-53.3% | $73,843-46.4% | $125,391-68.4% |
| Participation rate | 64.7% | 76.8%-12.1pp | 73.4%-8.7pp | 83.2%-18.5pp |
| Annual return | 10.96% | 3123.53%-3112.6pp | 2267.84%-2256.9pp | 282.22%-271.3pp |
| Employer contribution / active EE | $1,569 | $3,123-49.8% | $2,787-43.7% | $4,866-67.8% |
| Participant deferral / active EE | $3,151 | $3,992-21.1% | $3,583-12.0% | $5,352-41.1% |
| Admin fee / account holder | $98 | $5,691-98.3% | $4,880-98.0% | $9,540-99.0% |