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 | $65,200 | $35,183+85.3% | $73,545-11.3% | $70,131-7.0% |
| Participation rate | 34.1% | 42.9%-8.8pp | 54.9%-20.8pp | 69.5%-35.5pp |
| Annual return | 16.25% | 26.90%-10.7pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,245 | $709+75.6% | $1,219+2.1% | $2,342-46.9% |
| Participant deferral / active EE | $2,197 | $1,220+80.1% | $1,806+21.6% | $3,332-34.1% |
| Admin fee / account holder | $193 | $2,302-91.6% | $2,320-91.7% | $4,645-95.9% |