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 | $80,081 | $46,869+70.9% | $122,332-34.5% | $70,131+14.2% |
| Participation rate | 34.3% | 58.2%-23.9pp | 71.6%-37.3pp | 69.5%-35.3pp |
| Annual return | 20.37% | 24.22%-3.8pp | 30.27%-9.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $579 | $1,288-55.1% | $4,050-85.7% | $2,342-75.3% |
| Participant deferral / active EE | $1,470 | $2,166-32.2% | $3,287-55.3% | $3,332-55.9% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |