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 | $60,637 | $99,341-39.0% | $84,750-28.5% | $273,961-77.9% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 30.10% | 22.93%+7.2pp | 22.78%+7.3pp | 41.45%-11.4pp |
| Employer contribution / active EE | $780 | $4,214-81.5% | $3,574-78.2% | $4,869-84.0% |
| Participant deferral / active EE | $4,481 | $4,269+5.0% | $3,712+20.7% | $5,287-15.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |