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 | $96,959 | $63,764+52.1% | $81,930+18.3% | $79,858+21.4% |
| Participation rate | 33.3% | 67.5%-34.2pp | 72.0%-38.7pp | 69.6%-36.3pp |
| Annual return | 17.71% | 22.66%-4.9pp | 29.49%-11.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,253 | $1,795-30.2% | $4,310-70.9% | $2,471-49.3% |
| Participant deferral / active EE | $3,044 | $2,780+9.5% | $7,107-57.2% | $3,740-18.6% |
| Admin fee / account holder | $108 | $4,426-97.6% | $5,158-97.9% | $5,306-98.0% |