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 | $54,600 | $45,073+21.1% | $69,455-21.4% | $72,985-25.2% |
| Participation rate | 60.5% | 68.5%-8.0pp | 74.6%-14.1pp | 69.5%-9.0pp |
| Annual return | 24.11% | 22.65%+1.5pp | 28.97%-4.9pp | 81.00%-56.9pp |
| Employer contribution / active EE | $412 | $2,054-79.9% | $2,779-85.2% | $2,440-83.1% |
| Participant deferral / active EE | $1,655 | $2,602-36.4% | $3,535-53.2% | $3,607-54.1% |
| Admin fee / account holder | $47 | $3,056-98.5% | $3,839-98.8% | $5,124-99.1% |