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 | $37,209 | $83,337-55.4% | $67,834-45.1% | $273,961-86.4% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 9.82% | 259.45%-249.6pp | 138.47%-128.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,704 | $3,287-17.7% | $2,403+12.5% | $4,869-44.5% |
| Participant deferral / active EE | $6,933 | $4,088+69.6% | $3,160+119.4% | $5,287+31.1% |
| Admin fee / account holder | $228 | $6,752-96.6% | $4,622-95.1% | $10,132-97.7% |