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 | $56,482 | $90,348-37.5% | $75,972-25.7% | $145,922-61.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 13.35% | 620.88%-607.5pp | 359.55%-346.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,026 | $3,311-69.0% | $2,685-61.8% | $4,660-78.0% |
| Participant deferral / active EE | $3,090 | $5,162-40.1% | $4,255-27.4% | $6,688-53.8% |
| Admin fee / account holder | $255 | $8,467-97.0% | $6,467-96.1% | $13,397-98.1% |