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 | $40,553 | $89,355-54.6% | $141,162-71.3% | $72,985-44.4% |
| Participation rate | 44.0% | 75.1%-31.1pp | 82.5%-38.5pp | 69.5%-25.5pp |
| Annual return | 27.65% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,305 | $3,114-58.1% | $4,735-72.4% | $2,440-46.5% |
| Participant deferral / active EE | $5,118 | $5,418-5.5% | $6,709-23.7% | $3,607+41.9% |
| Admin fee / account holder | $130 | $5,958-97.8% | $10,261-98.7% | $5,124-97.5% |