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 | $82,145 | $165,912-50.5% | $122,332-32.9% | $147,584-44.3% |
| Participation rate | 45.5% | 79.6%-34.1pp | 71.6%-26.2pp | 82.8%-37.4pp |
| Annual return | 18.84% | 34.55%-15.7pp | 30.27%-11.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,307 | $5,754-77.3% | $4,050-67.7% | $4,876-73.2% |
| Participant deferral / active EE | $3,914 | $4,005-2.3% | $3,287+19.1% | $5,439-28.0% |
| Admin fee / account holder | $215 | $7,424-97.1% | $5,478-96.1% | $10,885-98.0% |