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 | $59,323 | $49,227+20.5% | $70,449-15.8% | $79,858-25.7% |
| Participation rate | 60.0% | 69.2%-9.2pp | 75.1%-15.1pp | 69.6%-9.6pp |
| Annual return | 19.31% | 30.06%-10.7pp | 109.03%-89.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $519 | $2,099-75.3% | $2,737-81.1% | $2,471-79.0% |
| Participant deferral / active EE | $1,924 | $2,768-30.5% | $3,709-48.1% | $3,740-48.6% |
| Admin fee / account holder | $104 | $2,878-96.4% | $3,845-97.3% | $5,306-98.0% |