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 6-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 | $84,853 | $81,460+4.2% | $103,333-17.9% | $80,856+4.9% |
| Participation rate | 55.3% | 66.8%-11.6pp | 74.5%-19.2pp | 67.6%-12.3pp |
| Annual return | 16.42% | 25.55%-9.1pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,132 | $3,105-31.3% | $3,868-44.9% | $2,755-22.6% |
| Participant deferral / active EE | $4,242 | $3,869+9.7% | $5,057-16.1% | $4,296-1.2% |
| Admin fee / account holder | $288 | $6,566-95.6% | $8,355-96.6% | $6,918-95.8% |