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 7-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 | $64,357 | $81,460-21.0% | $103,333-37.7% | $80,856-20.4% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 16.23% | 25.55%-9.3pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,226 | $3,105+3.9% | $3,868-16.6% | $2,755+17.1% |
| Participant deferral / active EE | $7,172 | $3,869+85.4% | $5,057+41.8% | $4,296+67.0% |
| Admin fee / account holder | $27 | $6,566-99.6% | $8,355-99.7% | $6,918-99.6% |