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 | $92,150 | $181,894-49.3% | $156,549-41.1% | $273,961-66.4% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 4.59% | 30.74%-26.1pp | 32.23%-27.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,393 | $6,248-61.7% | $5,501-56.5% | $4,869-50.9% |
| Participant deferral / active EE | $8,736 | $5,550+57.4% | $4,871+79.3% | $5,287+65.2% |
| Admin fee / account holder | $239 | $15,559-98.5% | $13,027-98.2% | $10,132-97.6% |