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 | $62,583 | $884,045-92.9% | $453,369-86.2% | $167,490-62.6% |
| Participation rate | 62.5% | 81.6%-19.1pp | 78.0%-15.5pp | 82.1%-19.6pp |
| Annual return | 22.69% | 29.49%-6.8pp | 64.40%-41.7pp | 478.56%-455.9pp |
| Employer contribution / active EE | $1,746 | $5,538-68.5% | $4,070-57.1% | $4,837-63.9% |
| Participant deferral / active EE | $10,571 | $7,898+33.8% | $6,209+70.3% | $6,341+66.7% |
| Admin fee / account holder | $26 | $22,063-99.9% | $11,209-99.8% | $12,309-99.8% |