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 | $38,627 | $107,334-64.0% | $92,893-58.4% | $152,861-74.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 24.75% | 145.58%-120.8pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,664 | $4,221-60.6% | $3,653-54.4% | $4,762-65.1% |
| Participant deferral / active EE | $4,099 | $4,845-15.4% | $4,236-3.2% | $5,850-29.9% |
| Admin fee / account holder | $63 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |