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 | $50,515 | $72,277-30.1% | $101,248-50.1% | $79,858-36.7% |
| Participation rate | 59.0% | 68.5%-9.5pp | 75.8%-16.8pp | 69.6%-10.7pp |
| Annual return | 72.23% | 22.30%+49.9pp | 46.47%+25.8pp | 31.71%+40.5pp |
| Employer contribution / active EE | $2,421 | $2,692-10.0% | $3,660-33.8% | $2,471-2.0% |
| Participant deferral / active EE | $6,995 | $3,282+113.2% | $4,370+60.1% | $3,740+87.0% |
| Admin fee / account holder | $63 | $4,400-98.6% | $5,945-98.9% | $5,306-98.8% |