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 | $30,432 | $116,175-73.8% | $93,606-67.5% | $152,861-80.1% |
| Participation rate | 69.6% | 78.0%-8.5pp | 75.8%-6.3pp | 82.4%-12.9pp |
| Annual return | 13.31% | 35.96%-22.7pp | 32.76%-19.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,258 | $3,218-60.9% | $2,718-53.7% | $4,762-73.6% |
| Participant deferral / active EE | $2,506 | $4,603-45.6% | $4,069-38.4% | $5,850-57.2% |
| Admin fee / account holder | $81 | $10,748-99.2% | $7,888-99.0% | $11,596-99.3% |