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 | $37,123 | $165,984-77.6% | $164,813-77.5% | $145,922-74.6% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.0pp |
| Annual return | 15.11% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,516 | $5,273-71.3% | $4,341-65.1% | $4,660-67.5% |
| Participant deferral / active EE | $2,384 | $6,959-65.7% | $6,031-60.5% | $6,688-64.4% |
| Admin fee / account holder | $15 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |