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 | $122,671 | $112,881+8.7% | $90,951+34.9% | $158,922-22.8% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 7.51% | 215.79%-208.3pp | 134.60%-127.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,502 | $2,893-48.1% | $2,122-29.2% | $4,761-68.4% |
| Participant deferral / active EE | $4,402 | $4,128+6.7% | $3,373+30.5% | $5,982-26.4% |
| Admin fee / account holder | $197 | $8,041-97.5% | $5,959-96.7% | $11,246-98.2% |