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 | $42,057 | $183,963-77.1% | $162,163-74.1% | $152,861-72.5% |
| Participation rate | 30.8% | 88.5%-57.7pp | 87.6%-56.8pp | 82.4%-51.7pp |
| Annual return | 17.60% | 150.76%-133.2pp | 115.59%-98.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,787 | $6,371-71.9% | $5,614-68.2% | $4,762-62.5% |
| Participant deferral / active EE | $4,406 | $8,034-45.2% | $7,298-39.6% | $5,850-24.7% |
| Admin fee / account holder | $36 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |