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 | $29,526 | $56,897-48.1% | $84,750-65.2% | $62,891-53.1% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | 9.67% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,168 | $2,400-51.3% | $3,574-67.3% | $2,281-48.8% |
| Participant deferral / active EE | $2,759 | $2,709+1.8% | $3,712-25.7% | $3,203-13.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |