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 | $60,095 | $118,919-49.5% | $88,538-32.1% | $152,861-60.7% |
| Participation rate | 53.8% | 73.4%-19.5pp | 68.7%-14.9pp | 82.4%-28.6pp |
| Annual return | 20.68% | 47.92%-27.2pp | 43.64%-23.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,411 | $2,669-47.1% | $2,098-32.8% | $4,762-70.4% |
| Participant deferral / active EE | $2,856 | $3,549-19.5% | $2,914-2.0% | $5,850-51.2% |
| Admin fee / account holder | $172 | $5,876-97.1% | $4,310-96.0% | $11,596-98.5% |