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 | $29,758 | $80,717-63.1% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 48.7% | 66.8%-18.1pp | 78.1%-29.4pp | 68.3%-19.6pp |
| Annual return | 19.01% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,305 | $2,761+19.7% | $4,305-23.2% | $2,631+25.6% |
| Participant deferral / active EE | $4,103 | $3,303+24.2% | $5,540-25.9% | $4,212-2.6% |
| Admin fee / account holder | $267 | $6,746-96.0% | $14,329-98.1% | $7,344-96.4% |