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 | $39,585 | $135,952-70.9% | $123,892-68.0% | $273,961-85.6% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 59.71% | 56.63%+3.1pp | 47.52%+12.2pp | 41.45%+18.3pp |
| Employer contribution / active EE | $1,118 | $5,170-78.4% | $4,617-75.8% | $4,869-77.0% |
| Participant deferral / active EE | $3,751 | $6,343-40.9% | $5,984-37.3% | $5,287-29.1% |
| Admin fee / account holder | $299 | $9,817-97.0% | $8,357-96.4% | $10,132-97.0% |