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 | $83,273 | $135,952-38.7% | $123,892-32.8% | $273,961-69.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 9.63% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,091 | $5,170-40.2% | $4,617-33.1% | $4,869-36.5% |
| Participant deferral / active EE | $6,492 | $6,343+2.3% | $5,984+8.5% | $5,287+22.8% |
| Admin fee / account holder | $38 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |