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 | $42,444 | $112,881-62.4% | $90,951-53.3% | $158,922-73.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 18.24% | 215.79%-197.6pp | 134.60%-116.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,177 | $2,893-59.3% | $2,122-44.6% | $4,761-75.3% |
| Participant deferral / active EE | $1,581 | $4,128-61.7% | $3,373-53.1% | $5,982-73.6% |
| Admin fee / account holder | $85 | $8,041-98.9% | $5,959-98.6% | $11,246-99.2% |