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 6-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 | $24,319 | $52,279-53.5% | $89,391-72.8% | $79,858-69.5% |
| Participation rate | 47.3% | 57.5%-10.3pp | 68.0%-20.7pp | 69.6%-22.4pp |
| Annual return | 25.77% | 22.16%+3.6pp | 245.62%-219.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,435 | $1,572-8.7% | $2,586-44.5% | $2,471-41.9% |
| Participant deferral / active EE | $1,910 | $2,740-30.3% | $3,890-50.9% | $3,740-48.9% |
| Admin fee / account holder | $265 | $3,356-92.1% | $4,881-94.6% | $5,306-95.0% |