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 | $117,268 | $96,557+21.5% | $80,975+44.8% | $273,961-57.2% |
| Participation rate | 33.3% | 79.1%-45.8pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | 8.48% | 15.14%-6.7pp | 17.10%-8.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,579 | $4,868-67.6% | $3,714-57.5% | $4,869-67.6% |
| Participant deferral / active EE | $4,320 | $6,598-34.5% | $5,696-24.2% | $5,287-18.3% |
| Admin fee / account holder | $200 | $7,492-97.3% | $5,516-96.4% | $10,132-98.0% |