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 | $15,485 | $91,190-83.0% | $178,490-91.3% | $79,858-80.6% |
| Participation rate | 67.9% | 69.2%-1.3pp | 81.9%-14.1pp | 69.6%-1.8pp |
| Annual return | 25.41% | 24.19%+1.2pp | 151.07%-125.7pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,132 | $3,256-65.2% | $5,011-77.4% | $2,471-54.2% |
| Participant deferral / active EE | $1,895 | $3,236-41.4% | $5,202-63.6% | $3,740-49.3% |
| Admin fee / account holder | $18 | $6,751-99.7% | $13,984-99.9% | $5,306-99.7% |