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 | $177,142 | $99,341+78.3% | $84,750+109.0% | $273,961-35.3% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 5.28% | 22.93%-17.7pp | 22.78%-17.5pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,730 | $4,214-58.9% | $3,574-51.6% | $4,869-64.5% |
| Participant deferral / active EE | $4,296 | $4,269+0.6% | $3,712+15.7% | $5,287-18.7% |
| Admin fee / account holder | $2 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |