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 | $23,157 | $85,202-72.8% | $172,739-86.6% | $72,985-68.3% |
| Participation rate | 48.0% | 70.1%-22.1pp | 82.6%-34.6pp | 69.5%-21.5pp |
| Annual return | 26.44% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,479 | $3,324-55.5% | $5,143-71.3% | $2,440-39.4% |
| Participant deferral / active EE | $3,499 | $3,260+7.3% | $5,198-32.7% | $3,607-3.0% |
| Admin fee / account holder | $18 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |