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 | $51,490 | $113,339-54.6% | $94,993-45.8% | $147,584-65.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 19.32% | 20.77%-1.4pp | 27.12%-7.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,280 | $3,160-59.5% | $2,603-50.8% | $4,876-73.8% |
| Participant deferral / active EE | $4,265 | $3,777+12.9% | $3,317+28.6% | $5,439-21.6% |
| Admin fee / account holder | $177 | $6,063-97.1% | $4,960-96.4% | $10,885-98.4% |