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 | $39,587 | $110,809-64.3% | $86,874-54.4% | $167,490-76.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 71.6%-5.0pp | 82.1%-15.4pp |
| Annual return | 21.56% | 116.98%-95.4pp | 63.52%-42.0pp | 478.56%-457.0pp |
| Employer contribution / active EE | $1,769 | $3,244-45.5% | $2,495-29.1% | $4,837-63.4% |
| Participant deferral / active EE | $2,300 | $4,546-49.4% | $3,699-37.8% | $6,341-63.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |