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 | $52,092 | $76,552-32.0% | $123,892-58.0% | $62,891-17.2% |
| Participation rate | 69.8% | 73.0%-3.2pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,779 | $2,883-3.6% | $4,617-39.8% | $2,281+21.8% |
| Participant deferral / active EE | $5,537 | $4,840+14.4% | $5,984-7.5% | $3,203+72.9% |
| Admin fee / account holder | $86 | $4,826-98.2% | $8,357-99.0% | $4,296-98.0% |