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 | $100,582 | $153,772-34.6% | $133,980-24.9% | $273,961-63.3% |
| Participation rate | 68.4% | 88.4%-19.9pp | 87.1%-18.6pp | 83.0%-14.6pp |
| Annual return | 8.20% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,377 | $6,029-77.2% | $5,211-73.6% | $4,869-71.7% |
| Participant deferral / active EE | $4,423 | $6,958-36.4% | $6,282-29.6% | $5,287-16.3% |
| Admin fee / account holder | $149 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |