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 | $60,186 | $118,849-49.4% | $96,562-37.7% | $167,490-64.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 29.58% | 50.49%-20.9pp | 37.78%-8.2pp | 478.56%-449.0pp |
| Employer contribution / active EE | $2,525 | $3,120-19.1% | $2,356+7.1% | $4,837-47.8% |
| Participant deferral / active EE | $2,525 | $4,616-45.3% | $3,849-34.4% | $6,341-60.2% |
| Admin fee / account holder | $140 | $8,065-98.3% | $6,181-97.7% | $12,309-98.9% |