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 | $128,576 | $105,630+21.7% | $87,507+46.9% | $273,961-53.1% |
| Participation rate | 57.1% | 78.2%-21.1pp | 73.8%-16.7pp | 83.0%-25.9pp |
| Annual return | 5.07% | 12.25%-7.2pp | 12.21%-7.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $269 | $3,141-91.4% | $2,550-89.4% | $4,869-94.5% |
| Participant deferral / active EE | $1,163 | $3,601-67.7% | $3,149-63.1% | $5,287-78.0% |
| Admin fee / account holder | $13 | $4,781-99.7% | $4,221-99.7% | $10,132-99.9% |