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 | $67,269 | $48,046+40.0% | $84,611-20.5% | $72,985-7.8% |
| Participation rate | 53.3% | 57.6%-4.2pp | 68.2%-14.9pp | 69.5%-16.2pp |
| Annual return | 20.63% | 37.38%-16.7pp | 258.74%-238.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,868 | $1,602+16.6% | $2,652-29.6% | $2,440-23.4% |
| Participant deferral / active EE | $4,685 | $2,680+74.8% | $3,899+20.2% | $3,607+29.9% |
| Admin fee / account holder | $277 | $3,395-91.8% | $4,912-94.4% | $5,124-94.6% |