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 | $23,641 | $50,082-52.8% | $93,406-74.7% | $79,858-70.4% |
| Participation rate | 63.9% | 60.9%+3.0pp | 66.8%-2.9pp | 69.6%-5.7pp |
| Annual return | 18.82% | 24.59%-5.8pp | 78.05%-59.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,529 | $1,303+17.3% | $2,075-26.3% | $2,471-38.1% |
| Participant deferral / active EE | $2,525 | $2,212+14.1% | $3,126-19.2% | $3,740-32.5% |
| Admin fee / account holder | $67 | $3,454-98.1% | $5,230-98.7% | $5,306-98.7% |