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 | $67,711 | $62,672+8.0% | $185,117-63.4% | $70,131-3.5% |
| Participation rate | 59.4% | 63.8%-4.4pp | 77.3%-17.9pp | 69.5%-10.2pp |
| Annual return | 23.29% | 40.79%-17.5pp | 40.50%-17.2pp | 73.14%-49.9pp |
| Employer contribution / active EE | $2,382 | $1,753+35.9% | $4,182-43.0% | $2,342+1.7% |
| Participant deferral / active EE | $6,217 | $3,272+90.0% | $5,045+23.2% | $3,332+86.6% |
| Admin fee / account holder | $5 | $3,932-99.9% | $8,159-99.9% | $4,645-99.9% |