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 | $89,348 | $88,707+0.7% | $74,183+20.4% | $273,961-67.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.82% | 11.94%-7.1pp | 17.74%-12.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $958 | $3,159-69.7% | $2,370-59.6% | $4,869-80.3% |
| Participant deferral / active EE | $4,042 | $4,212-4.0% | $3,550+13.9% | $5,287-23.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |