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 | $67,226 | $74,879,922-99.9% | $40,145,923-99.8% | $273,961-75.5% |
| Participation rate | 28.6% | 74.1%-45.5pp | 68.4%-39.8pp | 83.0%-54.4pp |
| Annual return | 9.38% | 2.55%+6.8pp | 5.24%+4.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $105 | $2,350-95.6% | $1,844-94.3% | $4,869-97.9% |
| Participant deferral / active EE | $473 | $2,962-84.0% | $2,591-81.7% | $5,287-91.1% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |