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 | $26,803 | $53,127-49.5% | $86,590-69.0% | $70,131-61.8% |
| Participation rate | 68.9% | 65.3%+3.6pp | 73.5%-4.7pp | 69.5%-0.7pp |
| Annual return | 15.41% | 27.66%-12.3pp | 964.84%-949.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,416 | $2,068-31.5% | $2,839-50.1% | $2,342-39.5% |
| Participant deferral / active EE | $3,877 | $2,696+43.8% | $3,609+7.4% | $3,332+16.4% |
| Admin fee / account holder | $172 | $3,585-95.2% | $4,906-96.5% | $4,645-96.3% |