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 | $72,761 | $78,705-7.6% | $117,854-38.3% | $70,131+3.8% |
| Participation rate | 51.2% | 73.2%-22.0pp | 79.7%-28.5pp | 69.5%-18.4pp |
| Annual return | 20.31% | 23.30%-3.0pp | 335.08%-314.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,704 | $2,223-23.4% | $3,786-55.0% | $2,342-27.3% |
| Participant deferral / active EE | $3,736 | $3,297+13.3% | $4,482-16.6% | $3,332+12.1% |
| Admin fee / account holder | $24 | $5,065-99.5% | $8,020-99.7% | $4,645-99.5% |