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 | $51,308 | $48,076+6.7% | $78,689-34.8% | $62,891-18.4% |
| Participation rate | 55.6% | 65.2%-9.7pp | 73.6%-18.0pp | 69.3%-13.8pp |
| Annual return | 7.12% | 31.35%-24.2pp | 62.18%-55.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,308 | $2,015+14.5% | $2,851-19.0% | $2,281+1.2% |
| Participant deferral / active EE | $2,791 | $2,588+7.8% | $3,517-20.6% | $3,203-12.9% |
| Admin fee / account holder | $186 | $3,207-94.2% | $4,510-95.9% | $4,296-95.7% |