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 | $40,959 | $102,616-60.1% | $81,983-50.0% | $158,922-74.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 12.46% | 61.04%-48.6pp | 41.31%-28.8pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,511 | $3,240-53.4% | $2,498-39.5% | $4,761-68.3% |
| Participant deferral / active EE | $2,194 | $4,648-52.8% | $3,722-41.1% | $5,982-63.3% |
| Admin fee / account holder | $199 | $8,235-97.6% | $5,664-96.5% | $11,246-98.2% |