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 | $97,702 | $158,817-38.5% | $121,196-19.4% | $135,375-27.8% |
| Participation rate | 44.4% | 79.3%-34.9pp | 71.7%-27.3pp | 82.6%-38.2pp |
| Annual return | 18.65% | -0.64%+19.3pp | 16.93%+1.7pp | 519.73%-501.1pp |
| Employer contribution / active EE | $767 | $5,665-86.5% | $4,022-80.9% | $4,779-83.9% |
| Participant deferral / active EE | $899 | $4,005-77.5% | $3,344-73.1% | $5,609-84.0% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |