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 | $113,177 | $104,251+8.6% | $91,001+24.4% | $147,584-23.3% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 18.00% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.5pp |
| Employer contribution / active EE | $700 | $3,116-77.5% | $2,456-71.5% | $4,876-85.7% |
| Participant deferral / active EE | $1,817 | $4,195-56.7% | $3,547-48.8% | $5,439-66.6% |
| Admin fee / account holder | $213 | $8,948-97.6% | $5,417-96.1% | $10,885-98.0% |