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 | $77,277 | $85,202-9.3% | $172,739-55.3% | $72,985+5.9% |
| Participation rate | 68.0% | 70.1%-2.1pp | 82.6%-14.6pp | 69.5%-1.5pp |
| Annual return | 21.11% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,624 | $3,324-51.1% | $5,143-68.4% | $2,440-33.4% |
| Participant deferral / active EE | $2,813 | $3,260-13.7% | $5,198-45.9% | $3,607-22.0% |
| Admin fee / account holder | $240 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |