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 | $56,394 | $232,540-75.7% | $185,117-69.5% | $147,584-61.8% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 17.15% | 43.03%-25.9pp | 40.50%-23.3pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,666 | $5,195-67.9% | $4,182-60.2% | $4,876-65.8% |
| Participant deferral / active EE | $2,729 | $5,834-53.2% | $5,045-45.9% | $5,439-49.8% |
| Admin fee / account holder | $3 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |