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 | $22,310 | $63,861-65.1% | $104,607-78.7% | $79,858-72.1% |
| Participation rate | 67.7% | 64.9%+2.8pp | 74.1%-6.3pp | 69.6%-1.9pp |
| Annual return | 31.85% | 21.30%+10.5pp | 340.46%-308.6pp | 31.71%+0.1pp |
| Employer contribution / active EE | $1,089 | $1,588-31.4% | $2,681-59.4% | $2,471-55.9% |
| Participant deferral / active EE | $2,163 | $2,693-19.7% | $3,740-42.2% | $3,740-42.2% |
| Admin fee / account holder | $65 | $4,185-98.5% | $6,473-99.0% | $5,306-98.8% |