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 | $59,861 | $102,547-41.6% | $78,210-23.5% | $147,584-59.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 18.26% | 51.08%-32.8pp | 40.90%-22.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $666 | $2,617-74.6% | $2,034-67.3% | $4,876-86.3% |
| Participant deferral / active EE | $7,896 | $3,481+126.8% | $2,823+179.7% | $5,439+45.2% |
| Admin fee / account holder | $125 | $5,059-97.5% | $3,758-96.7% | $10,885-98.9% |