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 | $86,027 | $99,341-13.4% | $84,750+1.5% | $273,961-68.6% |
| Participation rate | 34.8% | 80.7%-45.9pp | 76.6%-41.8pp | 83.0%-48.2pp |
| Annual return | 8.18% | 22.93%-14.7pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $929 | $4,214-78.0% | $3,574-74.0% | $4,869-80.9% |
| Participant deferral / active EE | $2,975 | $4,269-30.3% | $3,712-19.9% | $5,287-43.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |