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 | $19,870 | $102,966-80.7% | $90,281-78.0% | $152,861-87.0% |
| Participation rate | 64.3% | 75.9%-11.6pp | 73.3%-9.0pp | 82.4%-18.2pp |
| Annual return | 24.91% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,369 | $3,139-56.4% | $2,854-52.0% | $4,762-71.2% |
| Participant deferral / active EE | $1,759 | $4,281-58.9% | $3,885-54.7% | $5,850-69.9% |
| Admin fee / account holder | $256 | $6,171-95.9% | $5,351-95.2% | $11,596-97.8% |