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 | $99,048 | $90,503+9.4% | $78,689+25.9% | $273,961-63.8% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 5.45% | 75.60%-70.2pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,341 | $3,176-57.8% | $2,851-53.0% | $4,869-72.5% |
| Participant deferral / active EE | $4,892 | $3,901+25.4% | $3,517+39.1% | $5,287-7.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |