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 | $141,858 | $111,754+26.9% | $103,333+37.3% | $145,922-2.8% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 11.32% | 24.77%-13.4pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,853 | $4,212-56.0% | $3,868-52.1% | $4,660-60.2% |
| Participant deferral / active EE | $3,826 | $5,619-31.9% | $5,057-24.4% | $6,688-42.8% |
| Admin fee / account holder | $76 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |