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 | $47,942 | $209,411-77.1% | $178,490-73.1% | $158,922-69.8% |
| Participation rate | 61.5% | 86.3%-24.8pp | 81.9%-20.4pp | 82.0%-20.4pp |
| Annual return | 21.11% | 188.75%-167.6pp | 151.07%-130.0pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,803 | $5,706-68.4% | $5,011-64.0% | $4,761-62.1% |
| Participant deferral / active EE | $3,804 | $5,954-36.1% | $5,202-26.9% | $5,982-36.4% |
| Admin fee / account holder | $222 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |