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 | $35,593 | $111,724-68.1% | $93,606-62.0% | $145,922-75.6% |
| Participation rate | 36.8% | 74.2%-37.4pp | 68.7%-31.9pp | 80.3%-43.4pp |
| Annual return | 10.95% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,527 | $3,090-50.6% | $2,420-36.9% | $4,660-67.2% |
| Participant deferral / active EE | $2,624 | $4,912-46.6% | $4,411-40.5% | $6,688-60.8% |
| Admin fee / account holder | $273 | $10,250-97.3% | $8,285-96.7% | $13,397-98.0% |