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 | $107,690 | $57,016+88.9% | $84,966+26.7% | $80,856+33.2% |
| Participation rate | 51.4% | 56.3%-5.0pp | 67.5%-16.1pp | 67.6%-16.3pp |
| Annual return | 11.89% | 21.66%-9.8pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,611 | $1,798-10.4% | $2,727-40.9% | $2,755-41.5% |
| Participant deferral / active EE | $3,380 | $3,110+8.7% | $4,519-25.2% | $4,296-21.3% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |