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 | $120,866 | $80,717+49.7% | $154,803-21.9% | $84,808+42.5% |
| Participation rate | 59.5% | 66.8%-7.4pp | 78.1%-18.6pp | 68.3%-8.9pp |
| Annual return | 15.23% | 37.96%-22.7pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,911 | $2,761-30.8% | $4,305-55.6% | $2,631-27.4% |
| Participant deferral / active EE | $3,600 | $3,303+9.0% | $5,540-35.0% | $4,212-14.5% |
| Admin fee / account holder | $275 | $6,746-95.9% | $14,329-98.1% | $7,344-96.3% |