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 | $67,031 | $117,841-43.1% | $102,423-34.6% | $145,922-54.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.96% | 31.65%-10.7pp | 29.32%-8.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,335 | $3,615-63.1% | $3,023-55.9% | $4,660-71.4% |
| Participant deferral / active EE | $2,856 | $5,731-50.2% | $5,053-43.5% | $6,688-57.3% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |