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 | $27,798 | $77,899-64.3% | $149,673-81.4% | $75,163-63.0% |
| Participation rate | 69.2% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 14.16% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,232 | $3,137-60.7% | $4,818-74.4% | $2,670-53.9% |
| Participant deferral / active EE | $3,179 | $3,411-6.8% | $5,680-44.0% | $4,125-22.9% |
| Admin fee / account holder | $45 | $5,956-99.2% | $13,210-99.7% | $5,651-99.2% |