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 | $17,883 | $48,046-62.8% | $84,611-78.9% | $72,985-75.5% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 35.86% | 37.38%-1.5pp | 258.74%-222.9pp | 81.00%-45.1pp |
| Employer contribution / active EE | $1,897 | $1,602+18.4% | $2,652-28.5% | $2,440-22.2% |
| Participant deferral / active EE | $3,645 | $2,680+36.0% | $3,899-6.5% | $3,607+1.0% |
| Admin fee / account holder | $102 | $3,395-97.0% | $4,912-97.9% | $5,124-98.0% |