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 | $49,616 | $46,869+5.9% | $122,332-59.4% | $70,131-29.3% |
| Participation rate | 42.9% | 58.2%-15.3pp | 71.6%-28.8pp | 69.5%-26.7pp |
| Annual return | 14.16% | 24.22%-10.1pp | 30.27%-16.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $349 | $1,288-72.9% | $4,050-91.4% | $2,342-85.1% |
| Participant deferral / active EE | $2,430 | $2,166+12.2% | $3,287-26.1% | $3,332-27.1% |
| Admin fee / account holder | $229 | $3,322-93.1% | $5,478-95.8% | $4,645-95.1% |