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 | $85,149 | $102,547-17.0% | $78,210+8.9% | $147,584-42.3% |
| Participation rate | 56.3% | 74.4%-18.2pp | 68.7%-12.5pp | 82.8%-26.6pp |
| Annual return | 13.96% | 51.08%-37.1pp | 40.90%-26.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,616 | $2,617-38.2% | $2,034-20.5% | $4,876-66.9% |
| Participant deferral / active EE | $4,972 | $3,481+42.8% | $2,823+76.2% | $5,439-8.6% |
| Admin fee / account holder | $13 | $5,059-99.8% | $3,758-99.7% | $10,885-99.9% |