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 | $25,026 | $85,766-70.8% | $136,294-81.6% | $70,131-64.3% |
| Participation rate | 65.8% | 74.2%-8.4pp | 81.9%-16.1pp | 69.5%-3.8pp |
| Annual return | 28.52% | 31.45%-2.9pp | 5155.94%-5127.4pp | 73.14%-44.6pp |
| Employer contribution / active EE | $1,902 | $2,966-35.9% | $4,695-59.5% | $2,342-18.8% |
| Participant deferral / active EE | $3,763 | $5,051-25.5% | $6,247-39.8% | $3,332+13.0% |
| Admin fee / account holder | $119 | $5,420-97.8% | $9,243-98.7% | $4,645-97.4% |