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 | $55,092 | $53,127+3.7% | $86,590-36.4% | $70,131-21.4% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-7.9pp | 69.5%-3.9pp |
| Annual return | 19.92% | 27.66%-7.7pp | 964.84%-944.9pp | 73.14%-53.2pp |
| Employer contribution / active EE | $685 | $2,068-66.9% | $2,839-75.9% | $2,342-70.7% |
| Participant deferral / active EE | $2,154 | $2,696-20.1% | $3,609-40.3% | $3,332-35.4% |
| Admin fee / account holder | $113 | $3,585-96.8% | $4,906-97.7% | $4,645-97.6% |