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 | $66,938 | $118,849-43.7% | $96,562-30.7% | $167,490-60.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 11.55% | 50.49%-38.9pp | 37.78%-26.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,116 | $3,120-32.2% | $2,356-10.2% | $4,837-56.3% |
| Participant deferral / active EE | $5,035 | $4,616+9.1% | $3,849+30.8% | $6,341-20.6% |
| Admin fee / account holder | $85 | $8,065-98.9% | $6,181-98.6% | $12,309-99.3% |