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 | $110,318 | $89,355+23.5% | $141,162-21.8% | $72,985+51.2% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.2pp | 69.5%-8.2pp |
| Annual return | 22.91% | 111.85%-88.9pp | 71.39%-48.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,273 | $3,114-59.1% | $4,735-73.1% | $2,440-47.8% |
| Participant deferral / active EE | $3,329 | $5,418-38.6% | $6,709-50.4% | $3,607-7.7% |
| Admin fee / account holder | $292 | $5,958-95.1% | $10,261-97.2% | $5,124-94.3% |