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 | $118,828 | $99,341+19.6% | $84,750+40.2% | $273,961-56.6% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 10.28% | 22.93%-12.6pp | 22.78%-12.5pp | 41.45%-31.2pp |
| Employer contribution / active EE | $660 | $4,214-84.3% | $3,574-81.5% | $4,869-86.4% |
| Participant deferral / active EE | $2,641 | $4,269-38.1% | $3,712-28.8% | $5,287-50.0% |
| Admin fee / account holder | $9 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |