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 | $32,138 | $56,897-43.5% | $84,750-62.1% | $62,891-48.9% |
| Participation rate | 67.6% | 68.5%-1.0pp | 76.6%-9.0pp | 69.3%-1.7pp |
| Annual return | 6.46% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,570 | $2,400+7.1% | $3,574-28.1% | $2,281+12.7% |
| Participant deferral / active EE | $5,700 | $2,709+110.4% | $3,712+53.6% | $3,203+78.0% |
| Admin fee / account holder | $279 | $3,581-92.2% | $5,332-94.8% | $4,296-93.5% |