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 | $50,934 | $140,940-63.9% | $112,229-54.6% | $139,434-63.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 14.27% | 32.71%-18.4pp | 30.20%-15.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,307 | $4,283-69.5% | $3,430-61.9% | $4,751-72.5% |
| Participant deferral / active EE | $3,726 | $5,874-36.6% | $4,798-22.4% | $6,710-44.5% |
| Admin fee / account holder | $149 | $9,954-98.5% | $7,748-98.1% | $11,403-98.7% |