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 | $101,550 | $104,251-2.6% | $91,001+11.6% | $147,584-31.2% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.6%-6.4pp | 82.8%-13.6pp |
| Annual return | 23.12% | 27.06%-3.9pp | 4.60%+18.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,029 | $4,195-4.0% | $3,547+13.6% | $5,439-25.9% |
| Admin fee / account holder | $198 | $8,948-97.8% | $5,417-96.3% | $10,885-98.2% |