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 | $78,747 | $135,952-42.1% | $123,892-36.4% | $273,961-71.3% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 10.35% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $2,084 | $5,170-59.7% | $4,617-54.9% | $4,869-57.2% |
| Participant deferral / active EE | $6,400 | $6,343+0.9% | $5,984+6.9% | $5,287+21.0% |
| Admin fee / account holder | $57 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |