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 | $93,421 | $62,573+49.3% | $85,682+9.0% | $85,850+8.8% |
| Participation rate | 63.3% | 61.1%+2.2pp | 69.9%-6.5pp | 69.3%-6.0pp |
| Annual return | 17.12% | 23.77%-6.6pp | 21.49%-4.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $887 | $1,757-49.5% | $2,618-66.1% | $2,565-65.4% |
| Participant deferral / active EE | $1,451 | $2,802-48.2% | $3,923-63.0% | $3,952-63.3% |
| Admin fee / account holder | $7 | $4,640-99.8% | $6,873-99.9% | $6,260-99.9% |