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 | $34,619 | $104,907-67.0% | $84,611-59.1% | $152,861-77.4% |
| Participation rate | 61.5% | 74.8%-13.3pp | 68.2%-6.7pp | 82.4%-20.9pp |
| Annual return | 19.85% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,311 | $3,302-60.3% | $2,652-50.6% | $4,762-72.5% |
| Participant deferral / active EE | $1,788 | $4,688-61.9% | $3,899-54.1% | $5,850-69.4% |
| Admin fee / account holder | $167 | $6,241-97.3% | $4,912-96.6% | $11,596-98.6% |