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 | $20,254 | $64,348-68.5% | $90,160-77.5% | $70,131-71.1% |
| Participation rate | 55.6% | 70.4%-14.9pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 38.31% | 28.13%+10.2pp | 34.88%+3.4pp | 73.14%-34.8pp |
| Employer contribution / active EE | $2,522 | $2,046+23.3% | $3,318-24.0% | $2,342+7.7% |
| Participant deferral / active EE | $4,598 | $4,389+4.8% | $5,288-13.0% | $3,332+38.0% |
| Admin fee / account holder | $63 | $3,944-98.4% | $5,943-98.9% | $4,645-98.6% |