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 | $28,123 | $65,685-57.2% | $57,179-50.8% | $273,961-89.7% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 13.85% | 21.99%-8.1pp | 14.59%-0.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $1,769 | $3,279-46.0% | $2,682-34.0% | $4,869-63.7% |
| Participant deferral / active EE | $6,063 | $3,782+60.3% | $3,096+95.8% | $5,287+14.7% |
| Admin fee / account holder | $182 | $4,835-96.2% | $3,139-94.2% | $10,132-98.2% |