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 | $63,405 | $67,606-6.2% | $82,313-23.0% | $70,131-9.6% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.9%-17.3pp | 69.5%-9.9pp |
| Annual return | 13.14% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,488 | $1,755-15.2% | $2,428-38.7% | $2,342-36.5% |
| Participant deferral / active EE | $3,708 | $2,987+24.2% | $3,706+0.1% | $3,332+11.3% |
| Admin fee / account holder | $8 | $4,512-99.8% | $5,608-99.9% | $4,645-99.8% |