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 | $89,077 | $99,341-10.3% | $84,750+5.1% | $273,961-67.5% |
| Participation rate | 61.9% | 80.7%-18.8pp | 76.6%-14.7pp | 83.0%-21.1pp |
| Annual return | 43.25% | 22.93%+20.3pp | 22.78%+20.5pp | 41.45%+1.8pp |
| Employer contribution / active EE | $1,208 | $4,214-71.3% | $3,574-66.2% | $4,869-75.2% |
| Participant deferral / active EE | $2,556 | $4,269-40.1% | $3,712-31.1% | $5,287-51.7% |
| Admin fee / account holder | $179 | $6,644-97.3% | $5,332-96.7% | $10,132-98.2% |