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 | $24,097 | $95,561-74.8% | $77,163-68.8% | $139,434-82.7% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 17.35% | 54.92%-37.6pp | 37.87%-20.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,374 | $3,147-56.3% | $2,535-45.8% | $4,751-71.1% |
| Participant deferral / active EE | $4,617 | $4,624-0.1% | $3,833+20.4% | $6,710-31.2% |
| Admin fee / account holder | $93 | $8,295-98.9% | $5,472-98.3% | $11,403-99.2% |