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 | $25,578 | $85,766-70.2% | $136,294-81.2% | $70,131-63.5% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 27.13% | 31.45%-4.3pp | 5155.94%-5128.8pp | 73.14%-46.0pp |
| Employer contribution / active EE | $1,175 | $2,966-60.4% | $4,695-75.0% | $2,342-49.8% |
| Participant deferral / active EE | $2,438 | $5,051-51.7% | $6,247-61.0% | $3,332-26.8% |
| Admin fee / account holder | $227 | $5,420-95.8% | $9,243-97.5% | $4,645-95.1% |