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 | $37,810 | $113,339-66.6% | $94,993-60.2% | $147,584-74.4% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 21.23% | 20.77%+0.5pp | 27.12%-5.9pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,471 | $3,160-53.4% | $2,603-43.5% | $4,876-69.8% |
| Participant deferral / active EE | $2,446 | $3,777-35.2% | $3,317-26.3% | $5,439-55.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |