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 | $87,383 | $144,119-39.4% | $117,854-25.9% | $147,584-40.8% |
| Participation rate | 56.5% | 83.4%-26.9pp | 79.7%-23.1pp | 82.8%-26.3pp |
| Annual return | 14.54% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,522 | $4,896-68.9% | $3,786-59.8% | $4,876-68.8% |
| Participant deferral / active EE | $2,923 | $5,316-45.0% | $4,482-34.8% | $5,439-46.3% |
| Admin fee / account holder | $193 | $10,886-98.2% | $8,020-97.6% | $10,885-98.2% |