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 | $101,048 | $100,326+0.7% | $180,183-43.9% | $84,808+19.1% |
| Participation rate | 57.1% | 71.0%-13.9pp | 77.4%-20.3pp | 68.3%-11.2pp |
| Annual return | 19.84% | 17.86%+2.0pp | 27.86%-8.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,944 | $3,269-40.5% | $5,039-61.4% | $2,631-26.1% |
| Participant deferral / active EE | $2,642 | $5,066-47.8% | $6,822-61.3% | $4,212-37.3% |
| Admin fee / account holder | $0 | $9,674-100.0% | $19,975-100.0% | $7,344-100.0% |