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 | $67,745 | $105,859-36.0% | $90,160-24.9% | $147,584-54.1% |
| Participation rate | 45.8% | 79.7%-33.9pp | 76.9%-31.0pp | 82.8%-37.0pp |
| Annual return | 18.76% | 37.63%-18.9pp | 34.88%-16.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,501 | $4,126-63.6% | $3,318-54.7% | $4,876-69.2% |
| Participant deferral / active EE | $2,371 | $5,733-58.6% | $5,288-55.2% | $5,439-56.4% |
| Admin fee / account holder | $198 | $8,046-97.5% | $5,943-96.7% | $10,885-98.2% |