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 | $84,911 | $88,707-4.3% | $74,183+14.5% | $273,961-69.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 13.70% | 11.94%+1.8pp | 17.74%-4.0pp | 41.45%-27.8pp |
| Employer contribution / active EE | $1,309 | $3,159-58.6% | $2,370-44.8% | $4,869-73.1% |
| Participant deferral / active EE | $2,950 | $4,212-30.0% | $3,550-16.9% | $5,287-44.2% |
| Admin fee / account holder | $255 | $8,717-97.1% | $5,586-95.4% | $10,132-97.5% |