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 | $89,141 | $100,773-11.5% | $88,946+0.2% | $142,382-37.4% |
| Participation rate | 45.8% | 74.3%-28.5pp | 68.8%-23.0pp | 80.1%-34.3pp |
| Annual return | 13.30% | 70.18%-56.9pp | 57.82%-44.5pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,639 | $2,918-43.8% | $2,555-35.9% | $4,299-61.9% |
| Participant deferral / active EE | $4,178 | $5,230-20.1% | $4,581-8.8% | $6,507-35.8% |
| Admin fee / account holder | $85 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |