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 | $45,051 | $85,766-47.5% | $136,294-66.9% | $70,131-35.8% |
| Participation rate | 51.5% | 74.2%-22.6pp | 81.9%-30.4pp | 69.5%-18.0pp |
| Annual return | 18.67% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,599 | $2,966-46.1% | $4,695-65.9% | $2,342-31.7% |
| Participant deferral / active EE | $2,249 | $5,051-55.5% | $6,247-64.0% | $3,332-32.5% |
| Admin fee / account holder | $7 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |