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 | $106,979 | $99,341+7.7% | $84,750+26.2% | $273,961-61.0% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 10.98% | 22.93%-11.9pp | 22.78%-11.8pp | 41.45%-30.5pp |
| Employer contribution / active EE | $5,715 | $4,214+35.6% | $3,574+59.9% | $4,869+17.4% |
| Participant deferral / active EE | $10,075 | $4,269+136.0% | $3,712+171.4% | $5,287+90.6% |
| Admin fee / account holder | $149 | $6,644-97.8% | $5,332-97.2% | $10,132-98.5% |