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 | $209,669 | $99,341+111.1% | $84,750+147.4% | $273,961-23.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,779 | $4,214-57.8% | $3,574-50.2% | $4,869-63.5% |
| Participant deferral / active EE | $6,687 | $4,269+56.6% | $3,712+80.2% | $5,287+26.5% |
| Admin fee / account holder | $261 | $6,644-96.1% | $5,332-95.1% | $10,132-97.4% |