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 | $56,010 | $65,365-14.3% | $92,893-39.7% | $72,985-23.3% |
| Participation rate | 61.0% | 68.3%-7.3pp | 76.0%-15.0pp | 69.5%-8.5pp |
| Annual return | 26.28% | 42.10%-15.8pp | 109.41%-83.1pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,824 | $2,594+8.9% | $3,653-22.7% | $2,440+15.7% |
| Participant deferral / active EE | $4,124 | $3,128+31.8% | $4,236-2.6% | $3,607+14.3% |
| Admin fee / account holder | $35 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |