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 | $109,313 | $83,477+31.0% | $125,175-12.7% | $72,985+49.8% |
| Participation rate | 52.6% | 73.3%-20.7pp | 79.8%-27.2pp | 69.5%-16.9pp |
| Annual return | 19.97% | 25.78%-5.8pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,500 | $3,585-30.3% | $4,937-49.4% | $3,607-30.7% |
| Admin fee / account holder | $161 | $5,517-97.1% | $9,702-98.3% | $5,124-96.9% |