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 | $106,786 | $83,477+27.9% | $125,175-14.7% | $72,985+46.3% |
| Participation rate | 38.7% | 73.3%-34.6pp | 79.8%-41.1pp | 69.5%-30.8pp |
| Annual return | 18.26% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,146 | $2,345-51.1% | $3,865-70.4% | $2,440-53.0% |
| Participant deferral / active EE | $2,697 | $3,585-24.8% | $4,937-45.4% | $3,607-25.2% |
| Admin fee / account holder | $89 | $5,517-98.4% | $9,702-99.1% | $5,124-98.3% |