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 | $28,401 | $72,012-60.6% | $185,823-84.7% | $79,858-64.4% |
| Participation rate | 69.7% | 65.8%+3.9pp | 78.0%-8.3pp | 69.6%+0.1pp |
| Annual return | 27.30% | 23.12%+4.2pp | 35.95%-8.7pp | 31.71%-4.4pp |
| Employer contribution / active EE | $1,556 | $1,965-20.8% | $4,087-61.9% | $2,471-37.0% |
| Participant deferral / active EE | $3,218 | $3,779-14.8% | $5,632-42.9% | $3,740-14.0% |
| Admin fee / account holder | $207 | $4,513-95.4% | $9,500-97.8% | $5,306-96.1% |