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 | $53,265 | $175,202-69.6% | $149,673-64.4% | $139,434-61.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.57% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,704 | $5,474-68.9% | $4,818-64.6% | $4,751-64.1% |
| Participant deferral / active EE | $6,430 | $6,519-1.4% | $5,680+13.2% | $6,710-4.2% |
| Admin fee / account holder | $101 | $16,150-99.4% | $13,210-99.2% | $11,403-99.1% |