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 | $53,416 | $46,869+14.0% | $122,332-56.3% | $70,131-23.8% |
| Participation rate | 59.5% | 58.2%+1.3pp | 71.6%-12.2pp | 69.5%-10.1pp |
| Annual return | 22.12% | 24.22%-2.1pp | 30.27%-8.2pp | 73.14%-51.0pp |
| Employer contribution / active EE | $474 | $1,288-63.2% | $4,050-88.3% | $2,342-79.8% |
| Participant deferral / active EE | $1,332 | $2,166-38.5% | $3,287-59.5% | $3,332-60.0% |
| Admin fee / account holder | $21 | $3,322-99.4% | $5,478-99.6% | $4,645-99.6% |