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 | $104,132 | $93,346+11.6% | $71,796+45.0% | $273,961-62.0% |
| Participation rate | 41.2% | 76.5%-35.4pp | 69.1%-27.9pp | 83.0%-41.8pp |
| Annual return | 5.95% | 130.39%-124.4pp | 78.04%-72.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $327 | $2,733-88.1% | $1,924-83.0% | $4,869-93.3% |
| Participant deferral / active EE | $3,190 | $3,475-8.2% | $2,794+14.2% | $5,287-39.7% |
| Admin fee / account holder | $88 | $6,571-98.7% | $4,815-98.2% | $10,132-99.1% |