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 | $73,738 | $88,707-16.9% | $74,183-0.6% | $273,961-73.1% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 10.65% | 11.94%-1.3pp | 17.74%-7.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,044 | $3,159-67.0% | $2,370-56.0% | $4,869-78.6% |
| Participant deferral / active EE | $5,353 | $4,212+27.1% | $3,550+50.8% | $5,287+1.2% |
| Admin fee / account holder | $50 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |