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 | $84,739 | $72,277+17.2% | $101,248-16.3% | $79,858+6.1% |
| Participation rate | 53.7% | 68.5%-14.8pp | 75.8%-22.1pp | 69.6%-16.0pp |
| Annual return | 11.41% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,277 | $3,282-30.6% | $4,370-47.9% | $3,740-39.1% |
| Admin fee / account holder | $144 | $4,400-96.7% | $5,945-97.6% | $5,306-97.3% |