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 | $41,818 | $111,535-62.5% | $105,223-60.3% | $137,256-69.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 16.60% | 237.85%-221.3pp | 180.65%-164.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,858 | $3,939-52.8% | $3,689-49.6% | $4,156-55.3% |
| Participant deferral / active EE | $5,124 | $5,500-6.8% | $5,072+1.0% | $6,407-20.0% |
| Admin fee / account holder | $9 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |