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 | $82,541 | $87,166-5.3% | $76,735+7.6% | $137,256-39.9% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.5%-5.9pp | 80.0%-16.3pp |
| Annual return | 16.11% | 26.50%-10.4pp | 29.77%-13.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $693 | $2,904-76.1% | $2,454-71.8% | $4,156-83.3% |
| Participant deferral / active EE | $1,387 | $4,726-70.7% | $4,088-66.1% | $6,407-78.4% |
| Admin fee / account holder | $277 | $8,403-96.7% | $7,189-96.1% | $12,270-97.7% |