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 | $64,923 | $50,972+27.4% | $88,538-26.7% | $72,985-11.0% |
| Participation rate | 57.1% | 63.4%-6.3pp | 68.7%-11.6pp | 69.5%-12.3pp |
| Annual return | 29.05% | 29.62%-0.6pp | 43.64%-14.6pp | 81.00%-52.0pp |
| Employer contribution / active EE | $379 | $1,475-74.3% | $2,098-81.9% | $2,440-84.5% |
| Participant deferral / active EE | $2,692 | $2,230+20.7% | $2,914-7.6% | $3,607-25.4% |
| Admin fee / account holder | $214 | $3,230-93.4% | $4,310-95.0% | $5,124-95.8% |