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 | $97,425 | $86,922+12.1% | $102,438-4.9% | $80,874+20.5% |
| Participation rate | 22.2% | 72.4%-50.2pp | 76.5%-54.3pp | 67.6%-45.4pp |
| Annual return | 13.51% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,326 | $2,369-44.0% | $3,024-56.1% | $2,756-51.9% |
| Participant deferral / active EE | $2,780 | $4,119-32.5% | $5,054-45.0% | $4,297-35.3% |
| Admin fee / account holder | $132 | $8,050-98.4% | $9,448-98.6% | $6,935-98.1% |