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 | $51,139 | $46,869+9.1% | $122,332-58.2% | $70,131-27.1% |
| Participation rate | 56.6% | 58.2%-1.6pp | 71.6%-15.0pp | 69.5%-12.9pp |
| Annual return | 16.67% | 24.22%-7.6pp | 30.27%-13.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $356 | $1,288-72.3% | $4,050-91.2% | $2,342-84.8% |
| Participant deferral / active EE | $2,767 | $2,166+27.7% | $3,287-15.8% | $3,332-16.9% |
| Admin fee / account holder | $68 | $3,322-98.0% | $5,478-98.8% | $4,645-98.5% |