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 | $62,119 | $105,998-41.4% | $92,233-32.6% | $147,584-57.9% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 15.54% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,375 | $4,333-68.3% | $3,679-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $3,513 | $4,478-21.5% | $3,897-9.8% | $5,439-35.4% |
| Admin fee / account holder | $281 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |