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 | $76,702 | $84,233-8.9% | $170,442-55.0% | $70,131+9.4% |
| Participation rate | 65.7% | 70.8%-5.1pp | 83.6%-17.9pp | 69.5%-3.8pp |
| Annual return | 20.06% | 23.06%-3.0pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,168 | $3,387-36.0% | $5,433-60.1% | $2,342-7.4% |
| Participant deferral / active EE | $4,429 | $3,086+43.5% | $4,939-10.3% | $3,332+32.9% |
| Admin fee / account holder | $170 | $5,698-97.0% | $13,880-98.8% | $4,645-96.3% |