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 | $50,946 | $53,516-4.8% | $126,539-59.7% | $84,808-39.9% |
| Participation rate | 23.5% | 58.2%-34.7pp | 69.8%-46.3pp | 68.3%-44.8pp |
| Annual return | 23.18% | 58.34%-35.2pp | 425.95%-402.8pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,230 | $1,535-19.9% | $3,674-66.5% | $2,631-53.2% |
| Participant deferral / active EE | $2,006 | $2,671-24.9% | $4,083-50.9% | $4,212-52.4% |
| Admin fee / account holder | $96 | $4,497-97.9% | $6,065-98.4% | $7,344-98.7% |