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 | $49,723 | $82,882-40.0% | $127,761-61.1% | $72,985-31.9% |
| Participation rate | 28.6% | 71.5%-42.9pp | 79.0%-50.4pp | 69.5%-40.9pp |
| Annual return | 30.09% | 32.20%-2.1pp | 26.14%+3.9pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,053 | $3,346-68.5% | $4,574-77.0% | $2,440-56.8% |
| Participant deferral / active EE | $2,505 | $4,791-47.7% | $6,021-58.4% | $3,607-30.6% |
| Admin fee / account holder | $15 | $6,487-99.8% | $9,395-99.8% | $5,124-99.7% |