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 | $76,239 | $55,706+36.9% | $75,886+0.5% | $72,985+4.5% |
| Participation rate | 47.5% | 61.1%-13.6pp | 69.3%-21.8pp | 69.5%-22.0pp |
| Annual return | 18.99% | 27.59%-8.6pp | 30.76%-11.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $919 | $1,687-45.5% | $2,500-63.3% | $2,440-62.4% |
| Participant deferral / active EE | $2,907 | $2,634+10.4% | $3,603-19.3% | $3,607-19.4% |
| Admin fee / account holder | $87 | $3,978-97.8% | $5,418-98.4% | $5,124-98.3% |