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 | $44,480 | $93,071-52.2% | $74,583-40.4% | $273,961-83.8% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 9.48% | 26.18%-16.7pp | 20.47%-11.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,659 | $3,160-47.5% | $2,525-34.3% | $4,869-65.9% |
| Participant deferral / active EE | $7,896 | $4,160+89.8% | $3,458+128.4% | $5,287+49.4% |
| Admin fee / account holder | $7 | $5,272-99.9% | $4,138-99.8% | $10,132-99.9% |