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 | $64,647 | $127,065-49.1% | $113,168-42.9% | $142,382-54.6% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 20.79% | 24.03%-3.2pp | 24.27%-3.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,497 | $3,442-27.5% | $2,975-16.1% | $4,299-41.9% |
| Participant deferral / active EE | $6,152 | $5,716+7.6% | $5,107+20.5% | $6,507-5.5% |
| Admin fee / account holder | $51 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |