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 | $60,341 | $65,685-8.1% | $57,179+5.5% | $273,961-78.0% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.3%-50.3pp | 83.0%-58.0pp |
| Annual return | 6.27% | 21.99%-15.7pp | 14.59%-8.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $544 | $3,279-83.4% | $2,682-79.7% | $4,869-88.8% |
| Participant deferral / active EE | $2,989 | $3,782-21.0% | $3,096-3.4% | $5,287-43.5% |
| Admin fee / account holder | $18 | $4,835-99.6% | $3,139-99.4% | $10,132-99.8% |