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 | $77,311 | $107,334-28.0% | $92,893-16.8% | $152,861-49.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 24.41% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,371 | $4,221-67.5% | $3,653-62.5% | $4,762-71.2% |
| Participant deferral / active EE | $3,729 | $4,845-23.0% | $4,236-12.0% | $5,850-36.3% |
| Admin fee / account holder | $37 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |