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 | $143,729 | $77,899+84.5% | $149,673-4.0% | $75,163+91.2% |
| Participation rate | 17.1% | 65.6%-48.5pp | 78.8%-61.7pp | 67.2%-50.1pp |
| Annual return | 24.65% | 31.72%-7.1pp | 134.42%-109.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $683 | $3,137-78.2% | $4,818-85.8% | $2,670-74.4% |
| Participant deferral / active EE | $2,581 | $3,411-24.3% | $5,680-54.6% | $4,125-37.4% |
| Admin fee / account holder | $6 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |