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 | $70,361 | $118,849-40.8% | $96,562-27.1% | $167,490-58.0% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 11.72% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,711 | $3,120-45.1% | $2,356-27.4% | $4,837-64.6% |
| Participant deferral / active EE | $6,771 | $4,616+46.7% | $3,849+75.9% | $6,341+6.8% |
| Admin fee / account holder | $231 | $8,065-97.1% | $6,181-96.3% | $12,309-98.1% |