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 | $52,874 | $99,079-46.6% | $77,999-32.2% | $273,961-80.7% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.5%-17.2pp | 83.0%-24.7pp |
| Annual return | 7.15% | 217.93%-210.8pp | 425.96%-418.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,151 | $3,308-65.2% | $2,470-53.4% | $4,869-76.4% |
| Participant deferral / active EE | $3,009 | $4,306-30.1% | $3,497-14.0% | $5,287-43.1% |
| Admin fee / account holder | -$4 | $8,954-100.0% | $5,480-100.1% | $10,132-100.0% |