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 | $63,208 | $99,341-36.4% | $84,750-25.4% | $273,961-76.9% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 10.91% | 22.93%-12.0pp | 22.78%-11.9pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,831 | $4,214-56.5% | $3,574-48.8% | $4,869-62.4% |
| Participant deferral / active EE | $8,613 | $4,269+101.7% | $3,712+132.0% | $5,287+62.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |