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 | $24,217 | $99,652-75.7% | $78,778-69.3% | $147,584-83.6% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 8.67% | 47.28%-38.6pp | 35.62%-27.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,674 | $2,796-40.1% | $1,986-15.7% | $4,876-65.7% |
| Participant deferral / active EE | $2,138 | $3,664-41.7% | $2,958-27.7% | $5,439-60.7% |
| Admin fee / account holder | $19 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |