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 | $52,224 | $148,534-64.8% | $135,903-61.6% | $139,434-62.5% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 19.40% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,073 | $5,243-79.5% | $4,856-77.9% | $4,751-77.4% |
| Participant deferral / active EE | $10,428 | $8,100+28.7% | $7,758+34.4% | $6,710+55.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |