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 | $25,636 | $117,841-78.2% | $102,423-75.0% | $145,922-82.4% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 16.53% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,289 | $3,615-36.7% | $3,023-24.3% | $4,660-50.9% |
| Participant deferral / active EE | $5,760 | $5,731+0.5% | $5,053+14.0% | $6,688-13.9% |
| Admin fee / account holder | $283 | $13,326-97.9% | $9,451-97.0% | $13,397-97.9% |