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 7-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 | $77,790 | $63,764+22.0% | $81,930-5.1% | $79,858-2.6% |
| Participation rate | 55.2% | 67.5%-12.3pp | 72.0%-16.8pp | 69.6%-14.5pp |
| Annual return | 18.01% | 22.66%-4.7pp | 29.49%-11.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,259 | $1,795-29.9% | $4,310-70.8% | $2,471-49.0% |
| Participant deferral / active EE | $3,595 | $2,780+29.3% | $7,107-49.4% | $3,740-3.9% |
| Admin fee / account holder | $78 | $4,426-98.2% | $5,158-98.5% | $5,306-98.5% |