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 | $60,076 | $123,909-51.5% | $69,647-13.7% | $145,922-58.8% |
| Participation rate | 53.3% | 69.2%-15.9pp | 66.5%-13.1pp | 80.3%-26.9pp |
| Annual return | 10.52% | 190.55%-180.0pp | 100.48%-90.0pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,151 | $2,682-57.1% | $1,712-32.8% | $4,660-75.3% |
| Participant deferral / active EE | $3,884 | $4,236-8.3% | $2,886+34.6% | $6,688-41.9% |
| Admin fee / account holder | $210 | $7,863-97.3% | $4,713-95.5% | $13,397-98.4% |