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 | $23,988 | $85,766-72.0% | $136,294-82.4% | $70,131-65.8% |
| Participation rate | 63.3% | 74.2%-10.8pp | 81.9%-18.6pp | 69.5%-6.2pp |
| Annual return | 19.11% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $2,425 | $2,966-18.2% | $4,695-48.4% | $2,342+3.5% |
| Participant deferral / active EE | $4,712 | $5,051-6.7% | $6,247-24.6% | $3,332+41.4% |
| Admin fee / account holder | $30 | $5,420-99.5% | $9,243-99.7% | $4,645-99.4% |