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 | $36,983 | $58,512-36.8% | $84,015-56.0% | $72,985-49.3% |
| Participation rate | 69.6% | 61.2%+8.3pp | 69.0%+0.6pp | 69.5%+0.1pp |
| Annual return | 21.84% | 28.93%-7.1pp | 71.31%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $803 | $1,163-31.0% | $1,983-59.5% | $2,440-67.1% |
| Participant deferral / active EE | $2,007 | $2,394-16.1% | $3,239-38.0% | $3,607-44.4% |
| Admin fee / account holder | $186 | $4,569-95.9% | $6,101-96.9% | $5,124-96.4% |