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 | $81,790 | $93,346-12.4% | $71,796+13.9% | $273,961-70.1% |
| Participation rate | 68.8% | 76.5%-7.8pp | 69.1%-0.4pp | 83.0%-14.3pp |
| Annual return | 3.55% | 130.39%-126.8pp | 78.04%-74.5pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,767 | $2,733-35.3% | $1,924-8.2% | $4,869-63.7% |
| Participant deferral / active EE | $5,588 | $3,475+60.8% | $2,794+100.0% | $5,287+5.7% |
| Admin fee / account holder | $273 | $6,571-95.8% | $4,815-94.3% | $10,132-97.3% |