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 | $74,976 | $54,762+36.9% | $90,281-17.0% | $72,985+2.7% |
| Participation rate | 67.8% | 65.1%+2.7pp | 73.3%-5.5pp | 69.5%-1.7pp |
| Annual return | 27.16% | 30.63%-3.5pp | 78.10%-50.9pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,589 | $2,092-24.1% | $2,854-44.3% | $2,440-34.9% |
| Participant deferral / active EE | $4,063 | $2,887+40.7% | $3,885+4.6% | $3,607+12.6% |
| Admin fee / account holder | $101 | $3,972-97.5% | $5,351-98.1% | $5,124-98.0% |