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 | $108,788 | $88,707+22.6% | $74,183+46.6% | $273,961-60.3% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.6%-7.9pp | 83.0%-14.3pp |
| Annual return | 4.76% | 11.94%-7.2pp | 17.74%-13.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,339 | $3,159-57.6% | $2,370-43.5% | $4,869-72.5% |
| Participant deferral / active EE | $3,576 | $4,212-15.1% | $3,550+0.7% | $5,287-32.4% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.8% | $10,132-99.9% |