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 | $102,431 | $103,376-0.9% | $87,100+17.6% | $152,861-33.0% |
| Participation rate | 20.0% | 79.3%-59.3pp | 76.9%-56.9pp | 82.4%-62.4pp |
| Annual return | 24.28% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,283 | $3,220+1.9% | $2,521+30.2% | $4,762-31.1% |
| Participant deferral / active EE | $5,000 | $4,778+4.6% | $4,049+23.5% | $5,850-14.5% |
| Admin fee / account holder | -$70 | $12,205-100.6% | $7,497-100.9% | $11,596-100.6% |