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 | $79,612 | $103,376-23.0% | $87,100-8.6% | $152,861-47.9% |
| Participation rate | 63.6% | 79.3%-15.7pp | 76.9%-13.2pp | 82.4%-18.8pp |
| Annual return | 19.75% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,944 | $3,220-39.6% | $2,521-22.9% | $4,762-59.2% |
| Participant deferral / active EE | $5,844 | $4,778+22.3% | $4,049+44.3% | $5,850-0.1% |
| Admin fee / account holder | $7 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |