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 | $88,696 | $168,632-47.4% | $147,614-39.9% | $125,391-29.3% |
| Participation rate | 63.2% | 88.8%-25.6pp | 84.6%-21.5pp | 83.2%-20.0pp |
| Annual return | 0.40% | 77.65%-77.3pp | 61.98%-61.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,383 | $6,252-77.9% | $5,564-75.1% | $4,866-71.6% |
| Participant deferral / active EE | $2,737 | $5,507-50.3% | $4,895-44.1% | $5,352-48.9% |
| Admin fee / account holder | $68 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |