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 | $90,417 | $60,349+49.8% | $74,183+21.9% | $62,891+43.8% |
| Participation rate | 69.0% | 72.7%-3.8pp | 76.6%-7.7pp | 69.3%-0.3pp |
| Annual return | 9.85% | 21.37%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $454 | $1,680-73.0% | $2,370-80.8% | $2,281-80.1% |
| Participant deferral / active EE | $2,271 | $2,856-20.5% | $3,550-36.0% | $3,203-29.1% |
| Admin fee / account holder | $2 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |