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 | $50,352 | $48,364+4.1% | $71,796-29.9% | $62,891-19.9% |
| Participation rate | 53.1% | 60.6%-7.5pp | 69.1%-16.0pp | 69.3%-16.2pp |
| Annual return | 6.82% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,049 | $1,042+0.7% | $1,924-45.5% | $2,281-54.0% |
| Participant deferral / active EE | $1,408 | $2,091-32.7% | $2,794-49.6% | $3,203-56.0% |
| Admin fee / account holder | $103 | $3,771-97.3% | $4,815-97.9% | $4,296-97.6% |