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 | $88,239 | $108,172-18.4% | $77,482+13.9% | $158,922-44.5% |
| Participation rate | 61.1% | 64.4%-3.3pp | 54.2%+6.9pp | 82.0%-20.8pp |
| Annual return | 11.57% | 31.67%-20.1pp | 54.79%-43.2pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,115 | $1,325-15.8% | $986+13.0% | $4,761-76.6% |
| Participant deferral / active EE | $1,832 | $2,456-25.4% | $1,861-1.6% | $5,982-69.4% |
| Admin fee / account holder | $180 | $3,708-95.1% | $2,858-93.7% | $11,246-98.4% |