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 | $44,911 | $37,426+20.0% | $77,482-42.0% | $79,858-43.8% |
| Participation rate | 38.5% | 41.5%-3.0pp | 54.2%-15.7pp | 69.6%-31.2pp |
| Annual return | 20.63% | 39.70%-19.1pp | 54.79%-34.2pp | 31.71%-11.1pp |
| Employer contribution / active EE | $422 | $637-33.7% | $986-57.2% | $2,471-82.9% |
| Participant deferral / active EE | $1,677 | $1,260+33.1% | $1,861-9.9% | $3,740-55.2% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |