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 | $64,687 | $99,341-34.9% | $84,750-23.7% | $273,961-76.4% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 6.19% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,285 | $4,214-45.8% | $3,574-36.1% | $4,869-53.1% |
| Participant deferral / active EE | $7,283 | $4,269+70.6% | $3,712+96.2% | $5,287+37.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |