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 | $137,582 | $93,346+47.4% | $71,796+91.6% | $273,961-49.8% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 8.80% | 130.39%-121.6pp | 78.04%-69.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,443 | $2,733-10.6% | $1,924+26.9% | $4,869-49.8% |
| Participant deferral / active EE | $5,164 | $3,475+48.6% | $2,794+84.8% | $5,287-2.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |