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 | $95,826 | $99,341-3.5% | $84,750+13.1% | $273,961-65.0% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 9.24% | 22.93%-13.7pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,474 | $4,214-65.0% | $3,574-58.8% | $4,869-69.7% |
| Participant deferral / active EE | $7,914 | $4,269+85.4% | $3,712+113.2% | $5,287+49.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |