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 | $90,662 | $93,346-2.9% | $71,796+26.3% | $273,961-66.9% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.1%-10.0pp | 83.0%-23.9pp |
| Annual return | 7.32% | 130.39%-123.1pp | 78.04%-70.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,107 | $2,733-22.9% | $1,924+9.5% | $4,869-56.7% |
| Participant deferral / active EE | $4,469 | $3,475+28.6% | $2,794+59.9% | $5,287-15.5% |
| Admin fee / account holder | $219 | $6,571-96.7% | $4,815-95.4% | $10,132-97.8% |