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 | $60,953 | $49,227+23.8% | $70,449-13.5% | $79,858-23.7% |
| Participation rate | 36.4% | 69.2%-32.8pp | 75.1%-38.7pp | 69.6%-33.3pp |
| Annual return | 6.47% | 30.06%-23.6pp | 109.03%-102.6pp | 31.71%-25.2pp |
| Employer contribution / active EE | $3,811 | $2,099+81.6% | $2,737+39.3% | $2,471+54.2% |
| Participant deferral / active EE | $1,445 | $2,768-47.8% | $3,709-61.0% | $3,740-61.4% |
| Admin fee / account holder | $130 | $2,878-95.5% | $3,845-96.6% | $5,306-97.6% |