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 | $61,161 | $63,861-4.2% | $104,607-41.5% | $79,858-23.4% |
| Participation rate | 46.2% | 64.9%-18.8pp | 74.1%-27.9pp | 69.6%-23.5pp |
| Annual return | 16.25% | 21.30%-5.1pp | 340.46%-324.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $12,656 | $1,588+696.8% | $2,681+372.1% | $2,471+412.2% |
| Participant deferral / active EE | $3,708 | $2,693+37.7% | $3,740-0.8% | $3,740-0.9% |
| Admin fee / account holder | $82 | $4,185-98.0% | $6,473-98.7% | $5,306-98.5% |