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 | $34,067 | $85,766-60.3% | $136,294-75.0% | $70,131-51.4% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 18.20% | 31.45%-13.3pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,307 | $2,966-55.9% | $4,695-72.2% | $2,342-44.2% |
| Participant deferral / active EE | $2,835 | $5,051-43.9% | $6,247-54.6% | $3,332-14.9% |
| Admin fee / account holder | $34 | $5,420-99.4% | $9,243-99.6% | $4,645-99.3% |