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 | $104,353 | $104,251+0.1% | $91,001+14.7% | $147,584-29.3% |
| Participation rate | 41.2% | 78.2%-37.1pp | 75.6%-34.4pp | 82.8%-41.7pp |
| Annual return | 26.80% | 27.06%-0.3pp | 4.60%+22.2pp | 578.55%-551.7pp |
| Employer contribution / active EE | $1,044 | $3,116-66.5% | $2,456-57.5% | $4,876-78.6% |
| Participant deferral / active EE | $4,400 | $4,195+4.9% | $3,547+24.0% | $5,439-19.1% |
| Admin fee / account holder | $39 | $8,948-99.6% | $5,417-99.3% | $10,885-99.6% |