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 | $21,229 | $52,279-59.4% | $89,391-76.3% | $79,858-73.4% |
| Participation rate | 59.6% | 57.5%+2.1pp | 68.0%-8.4pp | 69.6%-10.0pp |
| Annual return | 22.71% | 22.16%+0.6pp | 245.62%-222.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,316 | $1,572-16.3% | $2,586-49.1% | $2,471-46.7% |
| Participant deferral / active EE | $2,669 | $2,740-2.6% | $3,890-31.4% | $3,740-28.6% |
| Admin fee / account holder | $198 | $3,356-94.1% | $4,881-96.0% | $5,306-96.3% |