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 | $94,113 | $135,952-30.8% | $123,892-24.0% | $273,961-65.6% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,826 | $5,170-64.7% | $4,617-60.5% | $4,869-62.5% |
| Participant deferral / active EE | $6,280 | $6,343-1.0% | $5,984+4.9% | $5,287+18.8% |
| Admin fee / account holder | $60 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |