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 | $56,505 | $85,766-34.1% | $136,294-58.5% | $70,131-19.4% |
| Participation rate | 54.8% | 74.2%-19.4pp | 81.9%-27.1pp | 69.5%-14.7pp |
| Annual return | 26.66% | 31.45%-4.8pp | 5155.94%-5129.3pp | 73.14%-46.5pp |
| Employer contribution / active EE | $2,423 | $2,966-18.3% | $4,695-48.4% | $2,342+3.4% |
| Participant deferral / active EE | $4,321 | $5,051-14.5% | $6,247-30.8% | $3,332+29.7% |
| Admin fee / account holder | $6 | $5,420-99.9% | $9,243-99.9% | $4,645-99.9% |