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 | $47,903 | $101,069-52.6% | $81,478-41.2% | $147,584-67.5% |
| Participation rate | 64.7% | 74.5%-9.7pp | 68.0%-3.3pp | 82.8%-18.1pp |
| Annual return | 18.81% | 32.40%-13.6pp | 38.78%-20.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,671 | $3,205-47.9% | $2,568-34.9% | $4,876-65.7% |
| Participant deferral / active EE | $3,147 | $4,242-25.8% | $3,537-11.0% | $5,439-42.1% |
| Admin fee / account holder | $210 | $5,812-96.4% | $4,561-95.4% | $10,885-98.1% |