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 | $76,517 | $72,177+6.0% | $115,037-33.5% | $59,632+28.3% |
| Participation rate | 62.5% | 72.6%-10.1pp | 81.4%-18.9pp | 68.7%-6.2pp |
| Annual return | 0.52% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $556 | $2,841-80.4% | $4,608-87.9% | $2,203-74.8% |
| Participant deferral / active EE | $3,472 | $4,783-27.4% | $6,026-42.4% | $3,192+8.8% |
| Admin fee / account holder | $123 | $4,927-97.5% | $8,175-98.5% | $4,297-97.1% |