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 | $201,910 | $153,772+31.3% | $133,980+50.7% | $273,961-26.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.86% | 36.51%-29.7pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,379 | $6,029-77.1% | $5,211-73.5% | $4,869-71.7% |
| Participant deferral / active EE | $7,322 | $6,958+5.2% | $6,282+16.5% | $5,287+38.5% |
| Admin fee / account holder | -$282 | $11,765-102.4% | $9,324-103.0% | $10,132-102.8% |