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 | $21,653 | $56,277-61.5% | $80,975-73.3% | $62,891-65.6% |
| Participation rate | 57.1% | 69.0%-11.8pp | 75.8%-18.7pp | 69.3%-12.2pp |
| Annual return | 25.89% | 22.12%+3.8pp | 17.10%+8.8pp | 20.14%+5.7pp |
| Employer contribution / active EE | $316 | $1,943-83.7% | $3,714-91.5% | $2,281-86.1% |
| Participant deferral / active EE | $7,250 | $4,195+72.8% | $5,696+27.3% | $3,203+126.4% |
| Admin fee / account holder | $180 | $3,741-95.2% | $5,516-96.7% | $4,296-95.8% |