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 | $69,453 | $43,423+59.9% | $78,689-11.7% | $55,167+25.9% |
| Participation rate | 43.9% | 68.0%-24.1pp | 73.6%-29.6pp | 69.0%-25.1pp |
| Annual return | 6.56% | 11.53%-5.0pp | 62.18%-55.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,025 | $1,997-48.7% | $2,851-64.0% | $1,963-47.8% |
| Participant deferral / active EE | $1,532 | $2,509-38.9% | $3,517-56.4% | $3,054-49.8% |
| Admin fee / account holder | $137 | $416-67.1% | $4,510-97.0% | $504-72.9% |