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 | $45,101 | $150,187-70.0% | $120,354-62.5% | $145,922-69.1% |
| Participation rate | 63.6% | 78.8%-15.1pp | 71.9%-8.3pp | 80.3%-16.6pp |
| Annual return | 23.65% | 154.07%-130.4pp | 107.15%-83.5pp | 561.29%-537.6pp |
| Employer contribution / active EE | $1,624 | $4,348-62.6% | $3,463-53.1% | $4,660-65.1% |
| Participant deferral / active EE | $4,044 | $6,173-34.5% | $4,991-19.0% | $6,688-39.5% |
| Admin fee / account holder | $172 | $12,207-98.6% | $9,423-98.2% | $13,397-98.7% |