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 | $89,900 | $148,534-39.5% | $135,903-33.8% | $139,434-35.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 22.34% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $5,390 | $5,243+2.8% | $4,856+11.0% | $4,751+13.5% |
| Participant deferral / active EE | $11,896 | $8,100+46.9% | $7,758+53.3% | $6,710+77.3% |
| Admin fee / account holder | $217 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |