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 | $69,719 | $99,652-30.0% | $78,778-11.5% | $147,584-52.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 16.65% | 47.28%-30.6pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,042 | $2,796-62.7% | $1,986-47.5% | $4,876-78.6% |
| Participant deferral / active EE | $2,346 | $3,664-36.0% | $2,958-20.7% | $5,439-56.9% |
| Admin fee / account holder | $281 | $7,155-96.1% | $5,134-94.5% | $10,885-97.4% |