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 | $66,758 | $65,365+2.1% | $92,893-28.1% | $72,985-8.5% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 23.94% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,083 | $2,594-19.7% | $3,653-43.0% | $2,440-14.6% |
| Participant deferral / active EE | $5,243 | $3,128+67.6% | $4,236+23.8% | $3,607+45.3% |
| Admin fee / account holder | $20 | $4,251-99.5% | $5,794-99.7% | $5,124-99.6% |