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 | $51,138 | $46,869+9.1% | $122,332-58.2% | $70,131-27.1% |
| Participation rate | 59.5% | 58.2%+1.3pp | 71.6%-12.2pp | 69.5%-10.1pp |
| Annual return | 17.41% | 24.22%-6.8pp | 30.27%-12.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $564 | $1,288-56.2% | $4,050-86.1% | $2,342-75.9% |
| Participant deferral / active EE | $2,759 | $2,166+27.4% | $3,287-16.0% | $3,332-17.2% |
| Admin fee / account holder | $241 | $3,322-92.7% | $5,478-95.6% | $4,645-94.8% |