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 | $77,081 | $51,708+49.1% | $106,619-27.7% | $62,891+22.6% |
| Participation rate | 67.9% | 66.9%+1.0pp | 78.0%-10.1pp | 69.3%-1.4pp |
| Annual return | 9.61% | 4.69%+4.9pp | 9.42%+0.2pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,367 | $1,764+34.2% | $3,947-40.0% | $2,281+3.8% |
| Participant deferral / active EE | $6,141 | $2,315+165.2% | $3,930+56.3% | $3,203+91.7% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |