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 | $30,298 | $99,079-69.4% | $77,999-61.2% | $273,961-88.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 13.01% | 217.93%-204.9pp | 425.96%-412.9pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,357 | $3,308-28.7% | $2,470-4.6% | $4,869-51.6% |
| Participant deferral / active EE | $7,520 | $4,306+74.6% | $3,497+115.1% | $5,287+42.2% |
| Admin fee / account holder | $63 | $8,954-99.3% | $5,480-98.9% | $10,132-99.4% |