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 | $76,718 | $100,773-23.9% | $88,946-13.7% | $142,382-46.1% |
| Participation rate | 39.1% | 74.3%-35.2pp | 68.8%-29.7pp | 80.1%-41.0pp |
| Annual return | 55.86% | 70.18%-14.3pp | 57.82%-2.0pp | 217.08%-161.2pp |
| Employer contribution / active EE | $568 | $2,918-80.5% | $2,555-77.8% | $4,299-86.8% |
| Participant deferral / active EE | $2,552 | $5,230-51.2% | $4,581-44.3% | $6,507-60.8% |
| Admin fee / account holder | $172 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |