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 | $63,216 | $116,175-45.6% | $93,606-32.5% | $152,861-58.6% |
| Participation rate | 47.1% | 78.0%-31.0pp | 75.8%-28.8pp | 82.4%-35.4pp |
| Annual return | 19.76% | 35.96%-16.2pp | 32.76%-13.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,212 | $3,218-62.3% | $2,718-55.4% | $4,762-74.5% |
| Participant deferral / active EE | $3,468 | $4,603-24.7% | $4,069-14.8% | $5,850-40.7% |
| Admin fee / account holder | $200 | $10,748-98.1% | $7,888-97.5% | $11,596-98.3% |