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 | $89,539 | $65,365+37.0% | $92,893-3.6% | $72,985+22.7% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.6pp |
| Annual return | 24.15% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $784 | $2,594-69.8% | $3,653-78.5% | $2,440-67.9% |
| Participant deferral / active EE | $2,590 | $3,128-17.2% | $4,236-38.9% | $3,607-28.2% |
| Admin fee / account holder | $12 | $4,251-99.7% | $5,794-99.8% | $5,124-99.8% |