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 | $43,144 | $106,890-59.6% | $84,015-48.6% | $152,861-71.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 28.89% | 104.99%-76.1pp | 71.31%-42.4pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,851 | $2,734-32.3% | $1,983-6.7% | $4,762-61.1% |
| Participant deferral / active EE | $3,928 | $4,011-2.1% | $3,239+21.3% | $5,850-32.9% |
| Admin fee / account holder | $87 | $8,285-99.0% | $6,101-98.6% | $11,596-99.3% |