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 | $74,047 | $48,046+54.1% | $84,611-12.5% | $72,985+1.5% |
| Participation rate | 55.6% | 57.6%-2.0pp | 68.2%-12.7pp | 69.5%-13.9pp |
| Annual return | 26.54% | 37.38%-10.8pp | 258.74%-232.2pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,582 | $1,602-1.2% | $2,652-40.3% | $2,440-35.1% |
| Participant deferral / active EE | $3,772 | $2,680+40.7% | $3,899-3.2% | $3,607+4.6% |
| Admin fee / account holder | $193 | $3,395-94.3% | $4,912-96.1% | $5,124-96.2% |