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 | $56,520 | $46,869+20.6% | $122,332-53.8% | $70,131-19.4% |
| Participation rate | 66.7% | 58.2%+8.5pp | 71.6%-5.0pp | 69.5%-2.9pp |
| Annual return | 13.85% | 24.22%-10.4pp | 30.27%-16.4pp | 73.14%-59.3pp |
| Employer contribution / active EE | $812 | $1,288-37.0% | $4,050-80.0% | $2,342-65.3% |
| Participant deferral / active EE | $1,206 | $2,166-44.3% | $3,287-63.3% | $3,332-63.8% |
| Admin fee / account holder | $15 | $3,322-99.6% | $5,478-99.7% | $4,645-99.7% |