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 | $84,462 | $76,552+10.3% | $123,892-31.8% | $62,891+34.3% |
| Participation rate | 69.6% | 73.0%-3.3pp | 81.4%-11.8pp | 69.3%+0.3pp |
| Annual return | 13.48% | 18.68%-5.2pp | 47.52%-34.0pp | 20.14%-6.7pp |
| Employer contribution / active EE | $1,839 | $2,883-36.2% | $4,617-60.2% | $2,281-19.4% |
| Participant deferral / active EE | $5,239 | $4,840+8.2% | $5,984-12.5% | $3,203+63.6% |
| Admin fee / account holder | $109 | $4,826-97.7% | $8,357-98.7% | $4,296-97.5% |