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 | $55,504 | $57,016-2.7% | $84,966-34.7% | $80,856-31.4% |
| Participation rate | 43.8% | 56.3%-12.6pp | 67.5%-23.8pp | 67.6%-23.9pp |
| Annual return | 18.25% | 21.66%-3.4pp | 66.38%-48.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,874 | $1,798+4.2% | $2,727-31.3% | $2,755-32.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $255 | $4,980-94.9% | $6,149-95.8% | $6,918-96.3% |