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 | $53,615 | $127,264-57.9% | $109,895-51.2% | $167,490-68.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 17.61% | 22.97%-5.4pp | 29.45%-11.8pp | 478.56%-461.0pp |
| Employer contribution / active EE | $772 | $3,322-76.8% | $2,842-72.8% | $4,837-84.0% |
| Participant deferral / active EE | $919 | $4,514-79.6% | $4,048-77.3% | $6,341-85.5% |
| Admin fee / account holder | $10 | $7,114-99.9% | $6,066-99.8% | $12,309-99.9% |