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 | $24,033 | $46,869-48.7% | $122,332-80.4% | $70,131-65.7% |
| Participation rate | 66.7% | 58.2%+8.5pp | 71.6%-5.0pp | 69.5%-2.9pp |
| Annual return | 42.30% | 24.22%+18.1pp | 30.27%+12.0pp | 73.14%-30.8pp |
| Employer contribution / active EE | $1,198 | $1,288-7.0% | $4,050-70.4% | $2,342-48.9% |
| Participant deferral / active EE | $1,854 | $2,166-14.4% | $3,287-43.6% | $3,332-44.3% |
| Admin fee / account holder | $7 | $3,322-99.8% | $5,478-99.9% | $4,645-99.9% |