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 | $60,190 | $83,477-27.9% | $125,175-51.9% | $72,985-17.5% |
| Participation rate | 56.7% | 73.3%-16.6pp | 79.8%-23.1pp | 69.5%-12.8pp |
| Annual return | 28.22% | 25.78%+2.4pp | 43.79%-15.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,264 | $2,345-46.1% | $3,865-67.3% | $2,440-48.2% |
| Participant deferral / active EE | $2,539 | $3,585-29.2% | $4,937-48.6% | $3,607-29.6% |
| Admin fee / account holder | $201 | $5,517-96.4% | $9,702-97.9% | $5,124-96.1% |