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 | $18,597 | $90,503-79.5% | $78,689-76.4% | $273,961-93.2% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 477.90% | 75.60%+402.3pp | 62.18%+415.7pp | 41.45%+436.4pp |
| Employer contribution / active EE | $1,372 | $3,176-56.8% | $2,851-51.9% | $4,869-71.8% |
| Participant deferral / active EE | $2,128 | $3,901-45.5% | $3,517-39.5% | $5,287-59.7% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,132-98.2% |