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 | $29,398 | $100,773-70.8% | $88,946-66.9% | $142,382-79.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.60% | 70.18%-53.6pp | 57.82%-41.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $950 | $2,918-67.5% | $2,555-62.8% | $4,299-77.9% |
| Participant deferral / active EE | $2,526 | $5,230-51.7% | $4,581-44.9% | $6,507-61.2% |
| Admin fee / account holder | $286 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |