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 | $53,025 | $93,071-43.0% | $74,583-28.9% | $273,961-80.6% |
| Participation rate | 68.2% | 74.9%-6.8pp | 68.1%+0.1pp | 83.0%-14.8pp |
| Annual return | 9.86% | 26.18%-16.3pp | 20.47%-10.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $6,933 | $3,160+119.4% | $2,525+174.6% | $4,869+42.4% |
| Participant deferral / active EE | $4,905 | $4,160+17.9% | $3,458+41.8% | $5,287-7.2% |
| Admin fee / account holder | $276 | $5,272-94.8% | $4,138-93.3% | $10,132-97.3% |