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 | $67,202 | $64,480+4.2% | $81,382-17.4% | $80,856-16.9% |
| Participation rate | 23.8% | 63.9%-40.1pp | 69.5%-45.7pp | 67.6%-43.8pp |
| Annual return | 143.76% | 16.34%+127.4pp | 24.73%+119.0pp | 35.59%+108.2pp |
| Employer contribution / active EE | $1,344 | $1,978-32.1% | $2,463-45.4% | $2,755-51.2% |
| Participant deferral / active EE | $3,270 | $3,094+5.7% | $3,883-15.8% | $4,296-23.9% |
| Admin fee / account holder | $287 | $5,671-94.9% | $5,768-95.0% | $6,918-95.8% |