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 | $86,201 | $74,927+15.0% | $101,794-15.3% | $84,808+1.6% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 152.86% | 18.70%+134.2pp | 30.53%+122.3pp | 40.90%+112.0pp |
| Employer contribution / active EE | $1,043 | $1,522-31.4% | $2,289-54.4% | $2,631-60.3% |
| Participant deferral / active EE | $2,949 | $3,099-4.8% | $4,084-27.8% | $4,212-30.0% |
| Admin fee / account holder | $5 | $6,514-99.9% | $8,777-99.9% | $7,344-99.9% |