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 | $39,387 | $140,940-72.1% | $112,229-64.9% | $139,434-71.8% |
| Participation rate | 55.6% | 79.2%-23.6pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 26.56% | 32.71%-6.2pp | 30.20%-3.6pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,591 | $4,283-62.8% | $3,430-53.6% | $4,751-66.5% |
| Participant deferral / active EE | $3,580 | $5,874-39.1% | $4,798-25.4% | $6,710-46.7% |
| Admin fee / account holder | $66 | $9,954-99.3% | $7,748-99.1% | $11,403-99.4% |