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 | $25,833 | $58,512-55.9% | $84,015-69.3% | $72,985-64.6% |
| Participation rate | 63.0% | 61.2%+1.7pp | 69.0%-6.0pp | 69.5%-6.5pp |
| Annual return | 23.13% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,403 | $1,163+20.6% | $1,983-29.3% | $2,440-42.5% |
| Participant deferral / active EE | $3,990 | $2,394+66.7% | $3,239+23.2% | $3,607+10.6% |
| Admin fee / account holder | $162 | $4,569-96.5% | $6,101-97.3% | $5,124-96.8% |