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 | $90,537 | $99,341-8.9% | $84,750+6.8% | $273,961-67.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 9.47% | 22.93%-13.5pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $890 | $4,214-78.9% | $3,574-75.1% | $4,869-81.7% |
| Participant deferral / active EE | $3,845 | $4,269-9.9% | $3,712+3.6% | $5,287-27.3% |
| Admin fee / account holder | $108 | $6,644-98.4% | $5,332-98.0% | $10,132-98.9% |