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 | $70,951 | $102,966-31.1% | $90,281-21.4% | $152,861-53.6% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 21.90% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,342 | $3,139-57.3% | $2,854-53.0% | $4,762-71.8% |
| Participant deferral / active EE | $1,586 | $4,281-63.0% | $3,885-59.2% | $5,850-72.9% |
| Admin fee / account holder | $152 | $6,171-97.5% | $5,351-97.2% | $11,596-98.7% |