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 | $52,228 | $39,162+33.4% | $100,671-48.1% | $59,632-12.4% |
| Participation rate | 41.5% | 55.9%-14.4pp | 70.7%-29.3pp | 68.7%-27.2pp |
| Annual return | 3.24% | 21.07%-17.8pp | 20.43%-17.2pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $989 | $1,151-14.0% | $4,012-75.3% | $2,203-55.1% |
| Participant deferral / active EE | $3,236 | $1,992+62.5% | $3,144+2.9% | $3,192+1.4% |
| Admin fee / account holder | $20 | $2,969-99.3% | $4,850-99.6% | $4,297-99.5% |