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 | $22,689 | $48,046-52.8% | $84,611-73.2% | $72,985-68.9% |
| Participation rate | 48.1% | 57.6%-9.5pp | 68.2%-20.2pp | 69.5%-21.4pp |
| Annual return | 19.88% | 37.38%-17.5pp | 258.74%-238.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,094 | $1,602-31.7% | $2,652-58.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,548 | $2,680-5.0% | $3,899-34.7% | $3,607-29.4% |
| Admin fee / account holder | $19 | $3,395-99.5% | $4,912-99.6% | $5,124-99.6% |