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 | $105,488 | $74,879,922-99.9% | $40,145,923-99.7% | $273,961-61.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 68.4%-8.4pp | 83.0%-23.0pp |
| Annual return | 6.56% | 2.55%+4.0pp | 5.24%+1.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,351 | $2,3500% | $1,844+27.5% | $4,869-51.7% |
| Participant deferral / active EE | $7,247 | $2,962+144.7% | $2,591+179.7% | $5,287+37.1% |
| Admin fee / account holder | -$104 | $3,725-102.8% | $2,903-103.6% | $10,132-101.0% |