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 | $26,626 | $100,852-73.6% | $90,404-70.5% | $158,922-83.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 19.42% | 1724.20%-1704.8pp | 1293.02%-1273.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,731 | $3,689-53.1% | $3,262-46.9% | $4,761-63.7% |
| Participant deferral / active EE | $2,324 | $4,348-46.6% | $3,963-41.4% | $5,982-61.2% |
| Admin fee / account holder | $274 | $6,501-95.8% | $5,611-95.1% | $11,246-97.6% |