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 | $54,700 | $107,452-49.1% | $91,541-40.2% | $142,382-61.6% |
| Participation rate | 68.2% | 75.1%-6.9pp | 69.8%-1.6pp | 80.1%-11.9pp |
| Annual return | 59.59% | 22.06%+37.5pp | 20.50%+39.1pp | 217.08%-157.5pp |
| Employer contribution / active EE | $1,711 | $2,994-42.8% | $2,505-31.7% | $4,299-60.2% |
| Participant deferral / active EE | $2,258 | $4,754-52.5% | $4,008-43.7% | $6,507-65.3% |
| Admin fee / account holder | $150 | $8,834-98.3% | $6,956-97.8% | $12,624-98.8% |