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 | $28,282 | $34,308-17.6% | $74,701-62.1% | $72,985-61.2% |
| Participation rate | 63.2% | 42.4%+20.8pp | 54.5%+8.8pp | 69.5%-6.3pp |
| Annual return | 25.25% | 26.58%-1.3pp | 752.92%-727.7pp | 81.00%-55.7pp |
| Employer contribution / active EE | $554 | $692-19.9% | $1,084-48.9% | $2,440-77.3% |
| Participant deferral / active EE | $1,624 | $1,271+27.7% | $1,964-17.3% | $3,607-55.0% |
| Admin fee / account holder | $69 | $2,124-96.8% | $3,333-97.9% | $5,124-98.7% |