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 | $112,687 | $64,348+75.1% | $90,160+25.0% | $70,131+60.7% |
| Participation rate | 45.2% | 70.4%-25.2pp | 76.9%-31.6pp | 69.5%-24.3pp |
| Annual return | 22.01% | 28.13%-6.1pp | 34.88%-12.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,572 | $2,046-23.1% | $3,318-52.6% | $2,342-32.9% |
| Participant deferral / active EE | $3,772 | $4,389-14.0% | $5,288-28.7% | $3,332+13.2% |
| Admin fee / account holder | $53 | $3,944-98.6% | $5,943-99.1% | $4,645-98.8% |