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 | $43,239 | $99,652-56.6% | $78,778-45.1% | $147,584-70.7% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 15.24% | 47.28%-32.0pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,512 | $2,796-45.9% | $1,986-23.8% | $4,876-69.0% |
| Participant deferral / active EE | $1,993 | $3,664-45.6% | $2,958-32.6% | $5,439-63.4% |
| Admin fee / account holder | $256 | $7,155-96.4% | $5,134-95.0% | $10,885-97.7% |