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 | $38,684 | $85,202-54.6% | $172,739-77.6% | $72,985-47.0% |
| Participation rate | 64.7% | 70.1%-5.4pp | 82.6%-17.9pp | 69.5%-4.8pp |
| Annual return | 24.29% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,671 | $3,324-49.7% | $5,143-67.5% | $2,440-31.5% |
| Participant deferral / active EE | $2,854 | $3,260-12.5% | $5,198-45.1% | $3,607-20.9% |
| Admin fee / account holder | $220 | $5,884-96.3% | $13,954-98.4% | $5,124-95.7% |