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 | $30,009 | $165,912-81.9% | $122,332-75.5% | $147,584-79.7% |
| Participation rate | 57.1% | 79.6%-22.4pp | 71.6%-14.5pp | 82.8%-25.7pp |
| Annual return | 19.78% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,052 | $5,754-81.7% | $4,050-74.0% | $4,876-78.4% |
| Participant deferral / active EE | $2,660 | $4,005-33.6% | $3,287-19.1% | $5,439-51.1% |
| Admin fee / account holder | $15 | $7,424-99.8% | $5,478-99.7% | $10,885-99.9% |