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 | $88,207 | $232,540-62.1% | $185,117-52.4% | $147,584-40.2% |
| Participation rate | 41.2% | 82.4%-41.2pp | 77.3%-36.1pp | 82.8%-41.7pp |
| Annual return | 17.12% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,212 | $5,195-76.7% | $4,182-71.0% | $4,876-75.1% |
| Participant deferral / active EE | $3,497 | $5,834-40.0% | $5,045-30.7% | $5,439-35.7% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |