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 | $42,215 | $106,890-60.5% | $84,015-49.8% | $152,861-72.4% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.4%-24.1pp |
| Annual return | 26.06% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,475 | $2,734-46.1% | $1,983-25.6% | $4,762-69.0% |
| Participant deferral / active EE | $4,562 | $4,011+13.7% | $3,239+40.9% | $5,850-22.0% |
| Admin fee / account holder | $16 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |