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 | $100,855 | $100,970-0.1% | $96,576+4.4% | $137,256-26.5% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 14.55% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,280 | $3,809+38.6% | $3,553+48.6% | $4,156+27.0% |
| Participant deferral / active EE | $10,419 | $8,286+25.7% | $7,956+31.0% | $6,407+62.6% |
| Admin fee / account holder | $3 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |