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 | $77,088 | $116,175-33.6% | $93,606-17.6% | $152,861-49.6% |
| Participation rate | 68.8% | 78.0%-9.3pp | 75.8%-7.1pp | 82.4%-13.7pp |
| Annual return | 22.08% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,268 | $3,218-60.6% | $2,718-53.4% | $4,762-73.4% |
| Participant deferral / active EE | $4,014 | $4,603-12.8% | $4,069-1.3% | $5,850-31.4% |
| Admin fee / account holder | $211 | $10,748-98.0% | $7,888-97.3% | $11,596-98.2% |