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 | $58,691 | $99,652-41.1% | $78,778-25.5% | $147,584-60.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 14.87% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,572 | $2,796-43.8% | $1,986-20.8% | $4,876-67.8% |
| Participant deferral / active EE | $2,764 | $3,664-24.6% | $2,958-6.6% | $5,439-49.2% |
| Admin fee / account holder | $23 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |