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 | $37,075 | $90,503-59.0% | $78,689-52.9% | $273,961-86.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 7.37% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,126 | $3,176+29.9% | $2,851+44.7% | $4,869-15.3% |
| Participant deferral / active EE | $8,667 | $3,901+122.2% | $3,517+146.4% | $5,287+63.9% |
| Admin fee / account holder | $54 | $5,263-99.0% | $4,510-98.8% | $10,132-99.5% |