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 | $32,333 | $34,308-5.8% | $74,701-56.7% | $72,985-55.7% |
| Participation rate | 65.2% | 42.4%+22.8pp | 54.5%+10.8pp | 69.5%-4.3pp |
| Annual return | 18.02% | 26.58%-8.6pp | 752.92%-734.9pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,316 | $692+90.3% | $1,084+21.4% | $2,440-46.1% |
| Participant deferral / active EE | $3,018 | $1,271+137.4% | $1,964+53.7% | $3,607-16.3% |
| Admin fee / account holder | $230 | $2,124-89.2% | $3,333-93.1% | $5,124-95.5% |