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 | $89,214 | $83,337+7.1% | $67,834+31.5% | $273,961-67.4% |
| Participation rate | 62.5% | 76.4%-13.9pp | 68.8%-6.3pp | 83.0%-20.5pp |
| Annual return | 6.22% | 259.45%-253.2pp | 138.47%-132.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $918 | $3,287-72.1% | $2,403-61.8% | $4,869-81.1% |
| Participant deferral / active EE | $2,642 | $4,088-35.4% | $3,160-16.4% | $5,287-50.0% |
| Admin fee / account holder | $161 | $6,752-97.6% | $4,622-96.5% | $10,132-98.4% |