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 | $85,947 | $89,753-4.2% | $107,525-20.1% | $84,808+1.3% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 17.54% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,387 | $3,113-23.3% | $3,754-36.4% | $2,631-9.3% |
| Participant deferral / active EE | $5,399 | $4,056+33.1% | $5,116+5.5% | $4,212+28.2% |
| Admin fee / account holder | $122 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |