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 | $92,859 | $91,037+2.0% | $71,671+29.6% | $147,584-37.1% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 19.86% | 20.48%-0.6pp | 20.65%-0.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,791 | $4,498-60.2% | $3,438-47.9% | $5,439-67.1% |
| Admin fee / account holder | $211 | $8,613-97.6% | $5,558-96.2% | $10,885-98.1% |