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 | $122,150 | $181,894-32.8% | $156,549-22.0% | $273,961-55.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 6.76% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $9,981 | $6,248+59.7% | $5,501+81.4% | $4,869+105.0% |
| Participant deferral / active EE | $10,694 | $5,550+92.7% | $4,871+119.5% | $5,287+102.3% |
| Admin fee / account holder | $1 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |