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 7-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 | $74,283 | $57,016+30.3% | $84,966-12.6% | $80,856-8.1% |
| Participation rate | 56.7% | 56.3%+0.3pp | 67.5%-10.8pp | 67.6%-11.0pp |
| Annual return | 13.91% | 21.66%-7.8pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,580 | $1,798-12.1% | $2,727-42.1% | $2,755-42.6% |
| Participant deferral / active EE | $2,282 | $3,110-26.6% | $4,519-49.5% | $4,296-46.9% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |