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 | $98,755 | $181,894-45.7% | $156,549-36.9% | $273,961-64.0% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 7.14% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,726 | $6,248+23.7% | $5,501+40.4% | $4,869+58.7% |
| Participant deferral / active EE | $2,571 | $5,550-53.7% | $4,871-47.2% | $5,287-51.4% |
| Admin fee / account holder | $269 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |