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 | $64,868 | $129,217-49.8% | $93,406-30.6% | $158,922-59.2% |
| Participation rate | 56.3% | 71.0%-14.7pp | 66.8%-10.6pp | 82.0%-25.7pp |
| Annual return | 18.79% | 118.21%-99.4pp | 78.05%-59.3pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,663 | $2,711-38.7% | $2,075-19.8% | $4,761-65.1% |
| Participant deferral / active EE | $2,778 | $3,909-28.9% | $3,126-11.1% | $5,982-53.6% |
| Admin fee / account holder | $228 | $7,383-96.9% | $5,230-95.6% | $11,246-98.0% |