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 | $70,615 | $100,901-30.0% | $75,670-6.7% | $147,584-52.2% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 17.46% | 35.78%-18.3pp | 27.34%-9.9pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,330 | $3,253-59.1% | $2,352-43.5% | $4,876-72.7% |
| Participant deferral / active EE | $3,741 | $4,027-7.1% | $3,142+19.0% | $5,439-31.2% |
| Admin fee / account holder | $50 | $11,285-99.6% | $5,800-99.1% | $10,885-99.5% |