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 | $52,980 | $101,069-47.6% | $81,478-35.0% | $147,584-64.1% |
| Participation rate | 57.9% | 74.5%-16.6pp | 68.0%-10.1pp | 82.8%-24.9pp |
| Annual return | 21.63% | 32.40%-10.8pp | 38.78%-17.1pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,010 | $3,205-37.3% | $2,568-21.7% | $4,876-58.8% |
| Participant deferral / active EE | $5,291 | $4,242+24.7% | $3,537+49.6% | $5,439-2.7% |
| Admin fee / account holder | $6 | $5,812-99.9% | $4,561-99.9% | $10,885-99.9% |