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 | $61,809 | $35,183+75.7% | $73,545-16.0% | $70,131-11.9% |
| Participation rate | 55.2% | 42.9%+12.2pp | 54.9%+0.2pp | 69.5%-14.4pp |
| Annual return | 15.87% | 26.90%-11.0pp | -15.16%+31.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,039 | $709+46.6% | $1,219-14.8% | $2,342-55.6% |
| Participant deferral / active EE | $2,526 | $1,220+107.1% | $1,806+39.9% | $3,332-24.2% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |