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 | $117,583 | $99,341+18.4% | $84,750+38.7% | $273,961-57.1% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 10.35% | 22.93%-12.6pp | 22.78%-12.4pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,237 | $4,214-23.2% | $3,574-9.4% | $4,869-33.5% |
| Participant deferral / active EE | $4,225 | $4,269-1.0% | $3,712+13.8% | $5,287-20.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |