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 | $45,859 | $54,541-15.9% | $78,778-41.8% | $70,131-34.6% |
| Participation rate | 69.8% | 60.8%+9.0pp | 69.2%+0.6pp | 69.5%+0.3pp |
| Annual return | 31.56% | 21.07%+10.5pp | 35.62%-4.1pp | 73.14%-41.6pp |
| Employer contribution / active EE | $2,161 | $1,089+98.6% | $1,986+8.9% | $2,342-7.7% |
| Participant deferral / active EE | $5,069 | $2,210+129.4% | $2,958+71.4% | $3,332+52.1% |
| Admin fee / account holder | $210 | $3,709-94.3% | $5,134-95.9% | $4,645-95.5% |