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 | $99,050 | $72,277+37.0% | $101,248-2.2% | $79,858+24.0% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 13.17% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,285 | $2,692-52.3% | $3,660-64.9% | $2,471-48.0% |
| Participant deferral / active EE | $2,163 | $3,282-34.1% | $4,370-50.5% | $3,740-42.2% |
| Admin fee / account holder | $20 | $4,400-99.6% | $5,945-99.7% | $5,306-99.6% |