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 | $131,248 | $99,341+32.1% | $84,750+54.9% | $273,961-52.1% |
| Participation rate | 52.9% | 80.7%-27.7pp | 76.6%-23.6pp | 83.0%-30.1pp |
| Annual return | 6.43% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,220 | $4,214-23.6% | $3,574-9.9% | $4,869-33.9% |
| Participant deferral / active EE | $5,031 | $4,269+17.8% | $3,712+35.5% | $5,287-4.9% |
| Admin fee / account holder | $13 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |