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 | $70,294 | $46,869+50.0% | $122,332-42.5% | $70,131+0.2% |
| Participation rate | 26.5% | 58.2%-31.7pp | 71.6%-45.2pp | 69.5%-43.1pp |
| Annual return | 24.99% | 24.22%+0.8pp | 30.27%-5.3pp | 73.14%-48.1pp |
| Employer contribution / active EE | $761 | $1,288-40.9% | $4,050-81.2% | $2,342-67.5% |
| Participant deferral / active EE | $974 | $2,166-55.1% | $3,287-70.4% | $3,332-70.8% |
| Admin fee / account holder | $33 | $3,322-99.0% | $5,478-99.4% | $4,645-99.3% |