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 | $97,166 | $93,071+4.4% | $74,583+30.3% | $273,961-64.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 5.95% | 26.18%-20.2pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,117 | $3,160-33.0% | $2,525-16.2% | $4,869-56.5% |
| Participant deferral / active EE | $3,714 | $4,160-10.7% | $3,458+7.4% | $5,287-29.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |