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 | $71,561 | $54,705+30.8% | $71,209+0.5% | $84,808-15.6% |
| Participation rate | 67.9% | 64.1%+3.8pp | 73.8%-5.9pp | 68.3%-0.5pp |
| Annual return | 19.92% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,168 | $2,158+0.5% | $2,721-20.3% | $2,631-17.6% |
| Participant deferral / active EE | $4,483 | $3,030+47.9% | $4,175+7.4% | $4,212+6.4% |
| Admin fee / account holder | $45 | $4,863-99.1% | $5,349-99.2% | $7,344-99.4% |