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 | $86,139 | $60,022+43.5% | $88,946-3.2% | $84,808+1.6% |
| Participation rate | 55.6% | 57.8%-2.3pp | 68.8%-13.3pp | 68.3%-12.8pp |
| Annual return | 15.34% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,831 | $1,703+7.5% | $2,555-28.3% | $2,631-30.4% |
| Participant deferral / active EE | $4,548 | $3,114+46.1% | $4,581-0.7% | $4,212+8.0% |
| Admin fee / account holder | $111 | $4,811-97.7% | $8,261-98.7% | $7,344-98.5% |