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 | $23,555 | $85,202-72.4% | $172,739-86.4% | $72,985-67.7% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 22.16% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $855 | $3,324-74.3% | $5,143-83.4% | $2,440-65.0% |
| Participant deferral / active EE | $1,220 | $3,260-62.6% | $5,198-76.5% | $3,607-66.2% |
| Admin fee / account holder | $289 | $5,884-95.1% | $13,954-97.9% | $5,124-94.4% |