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 | $113,930 | $93,346+22.1% | $71,796+58.7% | $273,961-58.4% |
| Participation rate | 15.4% | 76.5%-61.1pp | 69.1%-53.7pp | 83.0%-67.6pp |
| Annual return | 7.47% | 130.39%-122.9pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $643 | $2,733-76.5% | $1,924-66.6% | $4,869-86.8% |
| Participant deferral / active EE | $1,494 | $3,475-57.0% | $2,794-46.5% | $5,287-71.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |