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 | $28,777 | $48,364-40.5% | $71,796-59.9% | $62,891-54.2% |
| Participation rate | 67.6% | 60.6%+6.9pp | 69.1%-1.5pp | 69.3%-1.7pp |
| Annual return | 6.43% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,966 | $1,042+88.7% | $1,924+2.2% | $2,281-13.8% |
| Participant deferral / active EE | $1,719 | $2,091-17.8% | $2,794-38.5% | $3,203-46.3% |
| Admin fee / account holder | $218 | $3,771-94.2% | $4,815-95.5% | $4,296-94.9% |