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 | $131,658 | $181,894-27.6% | $156,549-15.9% | $273,961-51.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 7.73% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,930 | $6,248-69.1% | $5,501-64.9% | $4,869-60.4% |
| Participant deferral / active EE | $5,239 | $5,550-5.6% | $4,871+7.6% | $5,287-0.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |