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 | $103,790 | $83,477+24.3% | $125,175-17.1% | $72,985+42.2% |
| Participation rate | 29.0% | 73.3%-44.3pp | 79.8%-50.8pp | 69.5%-40.5pp |
| Annual return | 17.40% | 25.78%-8.4pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,068 | $2,345-54.5% | $3,865-72.4% | $2,440-56.2% |
| Participant deferral / active EE | $3,055 | $3,585-14.8% | $4,937-38.1% | $3,607-15.3% |
| Admin fee / account holder | $293 | $5,517-94.7% | $9,702-97.0% | $5,124-94.3% |