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 | $27,670 | $85,202-67.5% | $172,739-84.0% | $72,985-62.1% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 23.20% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,469 | $3,324-55.8% | $5,143-71.4% | $2,440-39.8% |
| Participant deferral / active EE | $3,383 | $3,260+3.8% | $5,198-34.9% | $3,607-6.2% |
| Admin fee / account holder | $131 | $5,884-97.8% | $13,954-99.1% | $5,124-97.5% |