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 | $106,557 | $88,707+20.1% | $74,183+43.6% | $273,961-61.1% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.6%-13.5pp | 83.0%-19.9pp |
| Annual return | 4.09% | 11.94%-7.9pp | 17.74%-13.6pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,383 | $3,159-56.2% | $2,370-41.6% | $4,869-71.6% |
| Participant deferral / active EE | $5,223 | $4,212+24.0% | $3,550+47.1% | $5,287-1.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |