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 | $55,004 | $201,259-72.7% | $184,200-70.1% | $145,959-62.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.75% | 28.98%-18.2pp | 28.80%-18.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,737 | $7,018-75.2% | $6,424-73.0% | $4,661-62.7% |
| Participant deferral / active EE | $3,562 | $9,806-63.7% | $9,132-61.0% | $6,689-46.7% |
| Admin fee / account holder | $297 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |