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 | $30,211 | $85,202-64.5% | $172,739-82.5% | $72,985-58.6% |
| Participation rate | 65.6% | 70.1%-4.4pp | 82.6%-17.0pp | 69.5%-3.9pp |
| Annual return | 27.56% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,553 | $3,324-53.3% | $5,143-69.8% | $2,440-36.4% |
| Participant deferral / active EE | $2,183 | $3,260-33.0% | $5,198-58.0% | $3,607-39.5% |
| Admin fee / account holder | $184 | $5,884-96.9% | $13,954-98.7% | $5,124-96.4% |