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 | $94,371 | $96,557-2.3% | $80,975+16.5% | $273,961-65.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 10.98% | 15.14%-4.2pp | 17.10%-6.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,070 | $4,868-57.5% | $3,714-44.3% | $4,869-57.5% |
| Participant deferral / active EE | $4,937 | $6,598-25.2% | $5,696-13.3% | $5,287-6.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |