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 | $58,957 | $53,018+11.2% | $70,014-15.8% | $62,891-6.3% |
| Participation rate | 14.9% | 67.2%-52.3pp | 71.8%-56.9pp | 69.3%-54.4pp |
| Annual return | 7.46% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $494 | $1,799-72.5% | $2,338-78.9% | $2,281-78.3% |
| Participant deferral / active EE | $1,198 | $2,395-50.0% | $2,931-59.1% | $3,203-62.6% |
| Admin fee / account holder | $60 | $3,690-98.4% | $4,380-98.6% | $4,296-98.6% |