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 | $49,210 | $113,339-56.6% | $94,993-48.2% | $147,584-66.7% |
| Participation rate | 41.7% | 78.0%-36.3pp | 73.9%-32.2pp | 82.8%-41.2pp |
| Annual return | 21.05% | 20.77%+0.3pp | 27.12%-6.1pp | 578.55%-557.5pp |
| Employer contribution / active EE | $1,001 | $3,160-68.3% | $2,603-61.6% | $4,876-79.5% |
| Participant deferral / active EE | $4,588 | $3,777+21.5% | $3,317+38.3% | $5,439-15.7% |
| Admin fee / account holder | $30 | $6,063-99.5% | $4,960-99.4% | $10,885-99.7% |