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 | $41,493 | $91,037-54.4% | $71,671-42.1% | $147,584-71.9% |
| Participation rate | 57.1% | 76.1%-19.0pp | 68.7%-11.6pp | 82.8%-25.7pp |
| Annual return | 15.83% | 20.48%-4.7pp | 20.65%-4.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,174 | $3,327-64.7% | $2,460-52.3% | $4,876-75.9% |
| Participant deferral / active EE | $6,872 | $4,498+52.8% | $3,438+99.9% | $5,439+26.3% |
| Admin fee / account holder | $163 | $8,613-98.1% | $5,558-97.1% | $10,885-98.5% |