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 | $69,332 | $125,758-44.9% | $169,993-59.2% | $75,163-7.8% |
| Participation rate | 53.8% | 83.6%-29.7pp | 87.0%-33.2pp | 67.2%-13.3pp |
| Annual return | 22.72% | 27.20%-4.5pp | 53.37%-30.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,067 | $4,615-55.2% | $6,785-69.5% | $2,670-22.6% |
| Participant deferral / active EE | $4,909 | $6,837-28.2% | $10,408-52.8% | $4,125+19.0% |
| Admin fee / account holder | $28 | $8,173-99.7% | $12,815-99.8% | $5,651-99.5% |