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 | $70,562 | $72,012-2.0% | $185,823-62.0% | $79,858-11.6% |
| Participation rate | 56.5% | 65.8%-9.2pp | 78.0%-21.5pp | 69.6%-13.1pp |
| Annual return | 20.35% | 23.12%-2.8pp | 35.95%-15.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $635 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $2,961 | $3,779-21.6% | $5,632-47.4% | $3,740-20.8% |
| Admin fee / account holder | $220 | $4,513-95.1% | $9,500-97.7% | $5,306-95.9% |