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 | $85,266 | $90,503-5.8% | $78,689+8.4% | $273,961-68.9% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 7.31% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,260 | $3,176-60.3% | $2,851-55.8% | $4,869-74.1% |
| Participant deferral / active EE | $5,801 | $3,901+48.7% | $3,517+65.0% | $5,287+9.7% |
| Admin fee / account holder | $265 | $5,263-95.0% | $4,510-94.1% | $10,132-97.4% |