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 | $26,785 | $53,127-49.6% | $86,590-69.1% | $70,131-61.8% |
| Participation rate | 38.2% | 65.3%-27.1pp | 73.5%-35.3pp | 69.5%-31.3pp |
| Annual return | 23.57% | 27.66%-4.1pp | 964.84%-941.3pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,521 | $2,068-26.5% | $2,839-46.4% | $2,342-35.1% |
| Participant deferral / active EE | $2,771 | $2,696+2.8% | $3,609-23.2% | $3,332-16.8% |
| Admin fee / account holder | $75 | $3,585-97.9% | $4,906-98.5% | $4,645-98.4% |