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 | $60,383 | $51,576+17.1% | $129,207-53.3% | $80,856-25.3% |
| Participation rate | 36.7% | 57.0%-20.3pp | 69.6%-32.9pp | 67.6%-31.0pp |
| Annual return | 11.29% | 20.81%-9.5pp | 9417.33%-9406.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,231 | $1,584-22.3% | $4,153-70.4% | $2,755-55.3% |
| Participant deferral / active EE | $2,304 | $2,669-13.7% | $4,168-44.7% | $4,296-46.4% |
| Admin fee / account holder | $2 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |