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 | $32,832 | $118,919-72.4% | $88,538-62.9% | $152,861-78.5% |
| Participation rate | 66.7% | 73.4%-6.7pp | 68.7%-2.1pp | 82.4%-15.8pp |
| Annual return | 23.80% | 47.92%-24.1pp | 43.64%-19.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,470 | $2,669-44.9% | $2,098-30.0% | $4,762-69.1% |
| Participant deferral / active EE | $1,996 | $3,549-43.8% | $2,914-31.5% | $5,850-65.9% |
| Admin fee / account holder | $271 | $5,876-95.4% | $4,310-93.7% | $11,596-97.7% |