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 | $138,026 | $105,859+30.4% | $90,160+53.1% | $147,584-6.5% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 18.01% | 37.63%-19.6pp | 34.88%-16.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,827 | $4,126-55.7% | $3,318-44.9% | $4,876-62.5% |
| Participant deferral / active EE | $5,465 | $5,733-4.7% | $5,288+3.4% | $5,439+0.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |