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 | $53,381 | $105,998-49.6% | $92,233-42.1% | $147,584-63.8% |
| Participation rate | 47.8% | 80.4%-32.6pp | 76.5%-28.7pp | 82.8%-35.0pp |
| Annual return | 22.51% | 50.05%-27.5pp | 176.28%-153.8pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,045 | $4,333-75.9% | $3,679-71.6% | $4,876-78.6% |
| Participant deferral / active EE | $2,484 | $4,478-44.5% | $3,897-36.3% | $5,439-54.3% |
| Admin fee / account holder | $53 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |