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 | $89,290 | $103,376-13.6% | $87,100+2.5% | $152,861-41.6% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 22.34% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $819 | $3,220-74.6% | $2,521-67.5% | $4,762-82.8% |
| Participant deferral / active EE | $4,966 | $4,778+3.9% | $4,049+22.7% | $5,850-15.1% |
| Admin fee / account holder | $145 | $12,205-98.8% | $7,497-98.1% | $11,596-98.8% |