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 | $68,438 | $49,227+39.0% | $70,449-2.9% | $79,858-14.3% |
| Participation rate | 21.3% | 69.2%-47.9pp | 75.1%-53.7pp | 69.6%-48.3pp |
| Annual return | 19.65% | 30.06%-10.4pp | 109.03%-89.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $430 | $2,099-79.5% | $2,737-84.3% | $2,471-82.6% |
| Participant deferral / active EE | $1,682 | $2,768-39.2% | $3,709-54.6% | $3,740-55.0% |
| Admin fee / account holder | $27 | $2,878-99.1% | $3,845-99.3% | $5,306-99.5% |