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 9-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 | $107,439 | $90,503+18.7% | $78,689+36.5% | $273,961-60.8% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.35% | 75.60%-67.2pp | 62.18%-53.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,005 | $3,176-36.9% | $2,851-29.7% | $4,869-58.8% |
| Participant deferral / active EE | $1,318 | $3,901-66.2% | $3,517-62.5% | $5,287-75.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |