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 | $136,491 | $87,540+55.9% | $75,781+80.1% | $125,391+8.9% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 1.96% | 13.48%-11.5pp | 9.68%-7.7pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,223 | $3,930-68.9% | $3,323-63.2% | $4,866-74.9% |
| Participant deferral / active EE | $5,509 | $4,229+30.3% | $3,651+50.9% | $5,352+2.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |