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 | $57,063 | $63,764-10.5% | $81,930-30.4% | $79,858-28.5% |
| Participation rate | 69.8% | 67.5%+2.3pp | 72.0%-2.2pp | 69.6%+0.2pp |
| Annual return | 13.97% | 22.66%-8.7pp | 29.49%-15.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,629 | $1,795-9.3% | $4,310-62.2% | $2,471-34.1% |
| Participant deferral / active EE | $3,306 | $2,780+18.9% | $7,107-53.5% | $3,740-11.6% |
| Admin fee / account holder | $209 | $4,426-95.3% | $5,158-95.9% | $5,306-96.1% |