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 | $21,635 | $96,484-77.6% | $75,886-71.5% | $152,861-85.8% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.4%-13.2pp |
| Annual return | 20.99% | 33.98%-13.0pp | 30.76%-9.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,427 | $3,309-56.9% | $2,500-42.9% | $4,762-70.0% |
| Participant deferral / active EE | $4,419 | $4,553-2.9% | $3,603+22.6% | $5,850-24.5% |
| Admin fee / account holder | $261 | $8,078-96.8% | $5,418-95.2% | $11,596-97.8% |