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 | $69,584 | $98,240-29.2% | $82,313-15.5% | $147,584-52.9% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 21.37% | 30.85%-9.5pp | 25.88%-4.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,099 | $3,192-65.6% | $2,428-54.7% | $4,876-77.5% |
| Participant deferral / active EE | $4,482 | $4,383+2.3% | $3,706+20.9% | $5,439-17.6% |
| Admin fee / account holder | $60 | $8,563-99.3% | $5,608-98.9% | $10,885-99.5% |