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 | $73,857 | $103,376-28.6% | $87,100-15.2% | $152,861-51.7% |
| Participation rate | 41.7% | 79.3%-37.7pp | 76.9%-35.2pp | 82.4%-40.8pp |
| Annual return | 21.41% | 28.10%-6.7pp | 28.19%-6.8pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,643 | $3,220-17.9% | $2,521+4.8% | $4,762-44.5% |
| Participant deferral / active EE | $4,551 | $4,778-4.7% | $4,049+12.4% | $5,850-22.2% |
| Admin fee / account holder | $19 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |