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 | $95,111 | $78,422+21.3% | $95,952-0.9% | $79,858+19.1% |
| Participation rate | 57.1% | 73.5%-16.3pp | 77.1%-19.9pp | 69.6%-12.5pp |
| Annual return | 13.74% | 19.37%-5.6pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,625 | $1,945-16.4% | $2,541-36.0% | $2,471-34.2% |
| Participant deferral / active EE | $4,333 | $3,440+26.0% | $4,167+4.0% | $3,740+15.9% |
| Admin fee / account holder | $259 | $5,622-95.4% | $6,795-96.2% | $5,306-95.1% |