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 | $95,603 | $72,277+32.3% | $101,248-5.6% | $79,858+19.7% |
| Participation rate | 23.8% | 68.5%-44.7pp | 75.8%-52.0pp | 69.6%-45.8pp |
| Annual return | 12.95% | 22.30%-9.3pp | 46.47%-33.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $862 | $2,692-68.0% | $3,660-76.4% | $2,471-65.1% |
| Participant deferral / active EE | $1,581 | $3,282-51.8% | $4,370-63.8% | $3,740-57.7% |
| Admin fee / account holder | $94 | $4,400-97.9% | $5,945-98.4% | $5,306-98.2% |