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 | $34,507 | $85,202-59.5% | $172,739-80.0% | $72,985-52.7% |
| Participation rate | 44.7% | 70.1%-25.3pp | 82.6%-37.9pp | 69.5%-24.7pp |
| Annual return | 25.50% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,503 | $3,324-54.8% | $5,143-70.8% | $2,440-38.4% |
| Participant deferral / active EE | $3,531 | $3,260+8.3% | $5,198-32.1% | $3,607-2.1% |
| Admin fee / account holder | $17 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |