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 | $87,745 | $71,050+23.5% | $93,606-6.3% | $80,856+8.5% |
| Participation rate | 64.3% | 60.4%+3.9pp | 68.7%-4.4pp | 67.6%-3.4pp |
| Annual return | 10.61% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $684 | $1,564-56.2% | $2,420-71.7% | $2,755-75.2% |
| Participant deferral / active EE | $5,210 | $4,034+29.2% | $4,411+18.1% | $4,296+21.3% |
| Admin fee / account holder | $241 | $6,945-96.5% | $8,285-97.1% | $6,918-96.5% |