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 | $73,651 | $48,364+52.3% | $71,796+2.6% | $62,891+17.1% |
| Participation rate | 65.7% | 60.6%+5.1pp | 69.1%-3.4pp | 69.3%-3.6pp |
| Annual return | 5.94% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $378 | $1,042-63.8% | $1,924-80.4% | $2,281-83.4% |
| Participant deferral / active EE | $3,200 | $2,091+53.0% | $2,794+14.5% | $3,203-0.1% |
| Admin fee / account holder | $250 | $3,771-93.4% | $4,815-94.8% | $4,296-94.2% |