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 | $35,612 | $165,912-78.5% | $122,332-70.9% | $147,584-75.9% |
| Participation rate | 53.8% | 79.6%-25.7pp | 71.6%-17.8pp | 82.8%-29.0pp |
| Annual return | 13.29% | 34.55%-21.3pp | 30.27%-17.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $998 | $5,754-82.7% | $4,050-75.4% | $4,876-79.5% |
| Participant deferral / active EE | $1,093 | $4,005-72.7% | $3,287-66.7% | $5,439-79.9% |
| Admin fee / account holder | $83 | $7,424-98.9% | $5,478-98.5% | $10,885-99.2% |