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 | $58,444 | $84,233-30.6% | $170,442-65.7% | $70,131-16.7% |
| Participation rate | 60.5% | 70.8%-10.3pp | 83.6%-23.1pp | 69.5%-9.0pp |
| Annual return | 21.68% | 23.06%-1.4pp | 205.93%-184.2pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,239 | $3,387-33.9% | $5,433-58.8% | $2,342-4.4% |
| Participant deferral / active EE | $4,447 | $3,086+44.1% | $4,939-10.0% | $3,332+33.5% |
| Admin fee / account holder | $270 | $5,698-95.3% | $13,880-98.1% | $4,645-94.2% |