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 | $69,314 | $69,518-0.3% | $59,878+15.8% | $135,375-48.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | 9.00% | 7.94%+1.1pp | 3.46%+5.5pp | 519.73%-510.7pp |
| Employer contribution / active EE | $1,019 | $3,235-68.5% | $2,722-62.6% | $4,779-78.7% |
| Participant deferral / active EE | $5,449 | $4,206+29.6% | $3,402+60.2% | $5,609-2.8% |
| Admin fee / account holder | $38 | $5,734-99.3% | $3,590-98.9% | $10,827-99.6% |