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 | $57,493 | $48,364+18.9% | $71,796-19.9% | $62,891-8.6% |
| Participation rate | 63.3% | 60.6%+2.7pp | 69.1%-5.8pp | 69.3%-6.0pp |
| Annual return | 6.56% | 13.16%-6.6pp | 78.04%-71.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,533 | $1,042+47.1% | $1,924-20.4% | $2,281-32.8% |
| Participant deferral / active EE | $2,889 | $2,091+38.1% | $2,794+3.4% | $3,203-9.8% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |