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 | $66,860 | $114,381-41.5% | $107,525-37.8% | $142,382-53.0% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.1%-27.2pp | 80.1%-32.3pp |
| Annual return | 16.27% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,259 | $4,015-68.6% | $3,754-66.5% | $4,299-70.7% |
| Participant deferral / active EE | $4,288 | $5,564-22.9% | $5,116-16.2% | $6,507-34.1% |
| Admin fee / account holder | $34 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |