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 | $53,572 | $144,119-62.8% | $117,854-54.5% | $147,584-63.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 18.74% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,016 | $4,896-18.0% | $3,786+6.1% | $4,876-17.6% |
| Participant deferral / active EE | $2,050 | $5,316-61.4% | $4,482-54.3% | $5,439-62.3% |
| Admin fee / account holder | $257 | $10,886-97.6% | $8,020-96.8% | $10,885-97.6% |