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 | $52,427 | $84,233-37.8% | $170,442-69.2% | $70,131-25.2% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 18.73% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $2,200 | $3,387-35.0% | $5,433-59.5% | $2,342-6.1% |
| Participant deferral / active EE | $4,015 | $3,086+30.1% | $4,939-18.7% | $3,332+20.5% |
| Admin fee / account holder | $14 | $5,698-99.8% | $13,880-99.9% | $4,645-99.7% |