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 | $35,029 | $98,750-64.5% | $149,696-76.6% | $79,858-56.1% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.6%-22.6pp |
| Annual return | 18.74% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,194 | $3,216-62.9% | $4,644-74.3% | $2,471-51.7% |
| Participant deferral / active EE | $3,830 | $5,680-32.6% | $6,842-44.0% | $3,740+2.4% |
| Admin fee / account holder | $110 | $6,053-98.2% | $9,309-98.8% | $5,306-97.9% |