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 | $48,461 | $78,705-38.4% | $117,854-58.9% | $70,131-30.9% |
| Participation rate | 64.7% | 73.2%-8.5pp | 79.7%-15.0pp | 69.5%-4.8pp |
| Annual return | 15.84% | 23.30%-7.5pp | 335.08%-319.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,595 | $2,223+16.7% | $3,786-31.4% | $2,342+10.8% |
| Participant deferral / active EE | $5,726 | $3,297+73.7% | $4,482+27.8% | $3,332+71.9% |
| Admin fee / account holder | $189 | $5,065-96.3% | $8,020-97.6% | $4,645-95.9% |