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 | $94,149 | $107,334-12.3% | $92,893+1.4% | $152,861-38.4% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.4%-65.8pp |
| Annual return | 19.47% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $926 | $4,221-78.1% | $3,653-74.7% | $4,762-80.6% |
| Participant deferral / active EE | $3,550 | $4,845-26.7% | $4,236-16.2% | $5,850-39.3% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |