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 | $53,118 | $45,073+17.8% | $69,455-23.5% | $72,985-27.2% |
| Participation rate | 69.2% | 68.5%+0.7pp | 74.6%-5.4pp | 69.5%-0.3pp |
| Annual return | 6.19% | 22.65%-16.5pp | 28.97%-22.8pp | 81.00%-74.8pp |
| Employer contribution / active EE | $761 | $2,054-62.9% | $2,779-72.6% | $2,440-68.8% |
| Participant deferral / active EE | $3,420 | $2,602+31.4% | $3,535-3.3% | $3,607-5.2% |
| Admin fee / account holder | $183 | $3,056-94.0% | $3,839-95.2% | $5,124-96.4% |