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 | $22,076 | $111,814-80.3% | $103,374-78.6% | $145,959-84.9% |
| Participation rate | 53.3% | 77.9%-24.6pp | 74.5%-21.2pp | 80.3%-27.0pp |
| Annual return | 48.80% | 24.77%+24.0pp | 24.89%+23.9pp | 561.95%-513.2pp |
| Employer contribution / active EE | $1,045 | $4,214-75.2% | $3,869-73.0% | $4,661-77.6% |
| Participant deferral / active EE | $3,159 | $5,618-43.8% | $5,058-37.5% | $6,689-52.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |