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 | $48,937 | $42,546+15.0% | $71,796-31.8% | $55,167-11.3% |
| Participation rate | 56.6% | 59.1%-2.5pp | 69.1%-12.5pp | 69.0%-12.4pp |
| Annual return | 7.90% | 12.36%-4.5pp | 78.04%-70.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,610 | $803+100.4% | $1,924-16.3% | $1,963-17.9% |
| Participant deferral / active EE | $2,921 | $2,064+41.5% | $2,794+4.5% | $3,054-4.3% |
| Admin fee / account holder | $265 | $650-59.2% | $4,815-94.5% | $504-47.4% |