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 | $106,036 | $99,032+7.1% | $80,019+32.5% | $135,375-21.7% |
| Participation rate | 69.2% | 78.4%-9.1pp | 75.8%-6.6pp | 82.6%-13.4pp |
| Annual return | -1.46% | 15.39%-16.8pp | 11.22%-12.7pp | 519.73%-521.2pp |
| Employer contribution / active EE | $925 | $3,043-69.6% | $2,468-62.5% | $4,779-80.6% |
| Participant deferral / active EE | $3,701 | $4,282-13.6% | $3,686+0.4% | $5,609-34.0% |
| Admin fee / account holder | $123 | $10,436-98.8% | $6,521-98.1% | $10,827-98.9% |