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 | $81,002 | $107,934-25.0% | $91,989-11.9% | $152,861-47.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 17.99% | 89.24%-71.3pp | 69.02%-51.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,362 | $4,210-67.6% | $3,452-60.5% | $4,762-71.4% |
| Participant deferral / active EE | $2,887 | $6,364-54.6% | $5,923-51.3% | $5,850-50.7% |
| Admin fee / account holder | $49 | $10,520-99.5% | $7,743-99.4% | $11,596-99.6% |