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 | $115,367 | $106,749+8.1% | $145,433-20.7% | $82,448+39.9% |
| Participation rate | 52.4% | 75.6%-23.3pp | 82.1%-29.7pp | 68.1%-15.7pp |
| Annual return | 24.38% | 27.59%-3.2pp | 66.58%-42.2pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,680 | $3,444-51.2% | $4,554-63.1% | $2,551-34.2% |
| Participant deferral / active EE | $4,241 | $6,519-34.9% | $7,897-46.3% | $4,139+2.5% |
| Admin fee / account holder | $232 | $8,390-97.2% | $13,129-98.2% | $7,234-96.8% |