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 | $55,454 | $232,540-76.2% | $185,117-70.0% | $147,584-62.4% |
| Participation rate | 52.9% | 82.4%-29.4pp | 77.3%-24.3pp | 82.8%-29.9pp |
| Annual return | 18.61% | 43.03%-24.4pp | 40.50%-21.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $750 | $5,195-85.6% | $4,182-82.1% | $4,876-84.6% |
| Participant deferral / active EE | $955 | $5,834-83.6% | $5,045-81.1% | $5,439-82.4% |
| Admin fee / account holder | $196 | $10,275-98.1% | $8,159-97.6% | $10,885-98.2% |