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 | $16,982 | $48,046-64.7% | $84,611-79.9% | $72,985-76.7% |
| Participation rate | 65.8% | 57.6%+8.2pp | 68.2%-2.4pp | 69.5%-3.7pp |
| Annual return | 27.32% | 37.38%-10.1pp | 258.74%-231.4pp | 81.00%-53.7pp |
| Employer contribution / active EE | $1,550 | $1,602-3.2% | $2,652-41.5% | $2,440-36.5% |
| Participant deferral / active EE | $2,996 | $2,680+11.8% | $3,899-23.2% | $3,607-16.9% |
| Admin fee / account holder | $279 | $3,395-91.8% | $4,912-94.3% | $5,124-94.6% |