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 9-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 | $87,862 | $72,277+21.6% | $101,248-13.2% | $79,858+10.0% |
| Participation rate | 58.9% | 68.5%-9.5pp | 75.8%-16.9pp | 69.6%-10.7pp |
| Annual return | 18.64% | 22.30%-3.7pp | 46.47%-27.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,585 | $2,692-41.1% | $3,660-56.7% | $2,471-35.8% |
| Participant deferral / active EE | $4,594 | $3,282+40.0% | $4,370+5.1% | $3,740+22.8% |
| Admin fee / account holder | $19 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |