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 | $74,994 | $99,341-24.5% | $84,750-11.5% | $273,961-72.6% |
| Participation rate | 44.4% | 80.7%-36.2pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 6.31% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $746 | $4,214-82.3% | $3,574-79.1% | $4,869-84.7% |
| Participant deferral / active EE | $5,609 | $4,269+31.4% | $3,712+51.1% | $5,287+6.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |