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 | $115,367 | $109,881+5.0% | $150,045-23.1% | $84,808+36.0% |
| Participation rate | 52.4% | 76.1%-23.7pp | 82.3%-29.9pp | 68.3%-15.9pp |
| Annual return | 24.38% | 28.25%-3.9pp | 62.55%-38.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,680 | $3,561-52.8% | $4,693-64.2% | $2,631-36.2% |
| Participant deferral / active EE | $4,241 | $6,636-36.1% | $7,997-47.0% | $4,212+0.7% |
| Admin fee / account holder | $232 | $8,568-97.3% | $13,435-98.3% | $7,344-96.8% |