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 | $19,491 | $102,966-81.1% | $90,281-78.4% | $152,861-87.2% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 17.32% | 95.16%-77.8pp | 78.10%-60.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,070 | $3,139-65.9% | $2,854-62.5% | $4,762-77.5% |
| Participant deferral / active EE | $1,252 | $4,281-70.8% | $3,885-67.8% | $5,850-78.6% |
| Admin fee / account holder | $50 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |