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 | $81,985 | $142,405-42.4% | $115,157-28.8% | $152,861-46.4% |
| Participation rate | 45.5% | 82.4%-36.9pp | 75.9%-30.4pp | 82.4%-37.0pp |
| Annual return | 17.57% | 41.48%-23.9pp | 35.60%-18.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,062 | $4,010-73.5% | $3,179-66.6% | $4,762-77.7% |
| Participant deferral / active EE | $2,335 | $5,164-54.8% | $4,168-44.0% | $5,850-60.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |