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 | $72,860 | $185,822-60.8% | $169,993-57.1% | $139,434-47.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 14.95% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,536 | $7,590-79.8% | $6,785-77.4% | $4,751-67.7% |
| Participant deferral / active EE | $6,513 | $11,622-44.0% | $10,408-37.4% | $6,710-2.9% |
| Admin fee / account holder | $22 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |