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 | $83,609 | $109,327-23.5% | $89,391-6.5% | $158,922-47.4% |
| Participation rate | 61.1% | 74.3%-13.1pp | 68.0%-6.9pp | 82.0%-20.8pp |
| Annual return | 7.86% | 345.68%-337.8pp | 245.62%-237.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,487 | $3,170-53.1% | $2,586-42.5% | $4,761-68.8% |
| Participant deferral / active EE | $3,446 | $4,598-25.1% | $3,890-11.4% | $5,982-42.4% |
| Admin fee / account holder | $15 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |