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 | $84,836 | $65,365+29.8% | $92,893-8.7% | $72,985+16.2% |
| Participation rate | 53.8% | 68.3%-14.5pp | 76.0%-22.2pp | 69.5%-15.6pp |
| Annual return | 21.23% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $2,471 | $2,594-4.8% | $3,653-32.4% | $2,440+1.3% |
| Participant deferral / active EE | $4,944 | $3,128+58.0% | $4,236+16.7% | $3,607+37.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |