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 | $40,101 | $162,781-75.4% | $133,956-70.1% | $158,922-74.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.32% | 41.94%-23.6pp | 45.09%-26.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,484 | $4,975-70.2% | $3,919-62.1% | $4,761-68.8% |
| Participant deferral / active EE | $2,934 | $5,911-50.4% | $5,048-41.9% | $5,982-51.0% |
| Admin fee / account holder | $148 | $11,736-98.7% | $8,927-98.3% | $11,246-98.7% |