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 | $16,698 | $101,069-83.5% | $81,478-79.5% | $147,584-88.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 12.51% | 32.40%-19.9pp | 38.78%-26.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,273 | $3,205-60.3% | $2,568-50.4% | $4,876-73.9% |
| Participant deferral / active EE | $2,182 | $4,242-48.6% | $3,537-38.3% | $5,439-59.9% |
| Admin fee / account holder | $164 | $5,812-97.2% | $4,561-96.4% | $10,885-98.5% |