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 | $74,097 | $53,596+38.3% | $90,645-18.3% | $64,186+15.4% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | 0.78% | 4.41%-3.6pp | 1.88%-1.1pp | 7.63%-6.9pp |
| Employer contribution / active EE | $2,041 | $1,503+35.8% | $2,532-19.4% | $2,381-14.3% |
| Participant deferral / active EE | $5,386 | $2,459+119.1% | $3,425+57.3% | $3,470+55.2% |
| Admin fee / account holder | $37 | $3,868-99.0% | $4,994-99.3% | $4,888-99.2% |