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 | $37,626 | $98,240-61.7% | $82,313-54.3% | $147,584-74.5% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 23.13% | 30.85%-7.7pp | 25.88%-2.7pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,504 | $3,192-21.5% | $2,428+3.1% | $4,876-48.6% |
| Participant deferral / active EE | $3,927 | $4,383-10.4% | $3,706+6.0% | $5,439-27.8% |
| Admin fee / account holder | $96 | $8,563-98.9% | $5,608-98.3% | $10,885-99.1% |