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 | $104,304 | $135,952-23.3% | $123,892-15.8% | $273,961-61.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 7.40% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,647 | $5,170-10.1% | $4,617+0.7% | $4,869-4.6% |
| Participant deferral / active EE | $10,669 | $6,343+68.2% | $5,984+78.3% | $5,287+101.8% |
| Admin fee / account holder | $292 | $9,817-97.0% | $8,357-96.5% | $10,132-97.1% |