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 | $76,775 | $88,710-13.5% | $81,783-6.1% | $145,959-47.4% |
| Participation rate | 52.6% | 75.0%-22.4pp | 72.4%-19.7pp | 80.3%-27.7pp |
| Annual return | 15.77% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,193 | $3,083-61.3% | $2,913-59.1% | $4,661-74.4% |
| Participant deferral / active EE | $5,138 | $4,645+10.6% | $4,320+18.9% | $6,689-23.2% |
| Admin fee / account holder | $125 | $8,407-98.5% | $7,380-98.3% | $13,398-99.1% |