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 | $74,938 | $64,839+15.6% | $95,585-21.6% | $84,808-11.6% |
| Participation rate | 40.0% | 63.8%-23.8pp | 72.1%-32.1pp | 68.3%-28.3pp |
| Annual return | 19.29% | -670.96%+690.2pp | 38.56%-19.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,454 | $1,759-17.4% | $2,527-42.5% | $2,631-44.8% |
| Participant deferral / active EE | $2,918 | $2,965-1.6% | $4,023-27.4% | $4,212-30.7% |
| Admin fee / account holder | $73 | $5,964-98.8% | $6,127-98.8% | $7,344-99.0% |