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 | $55,240 | $102,966-46.4% | $90,281-38.8% | $152,861-63.9% |
| Participation rate | 68.2% | 75.9%-7.7pp | 73.3%-5.1pp | 82.4%-14.3pp |
| Annual return | 20.70% | 95.16%-74.5pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,968 | $3,139-37.3% | $2,854-31.0% | $4,762-58.7% |
| Participant deferral / active EE | $6,696 | $4,281+56.4% | $3,885+72.3% | $5,850+14.5% |
| Admin fee / account holder | $208 | $6,171-96.6% | $5,351-96.1% | $11,596-98.2% |