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 | $99,605 | $80,968+23.0% | $96,544+3.2% | $75,163+32.5% |
| Participation rate | 45.2% | 71.8%-26.6pp | 76.0%-30.8pp | 67.2%-22.0pp |
| Annual return | 24.13% | 27.06%-2.9pp | 25.84%-1.7pp | 160.62%-136.5pp |
| Employer contribution / active EE | $2,080 | $2,282-8.8% | $2,965-29.8% | $2,670-22.1% |
| Participant deferral / active EE | $4,807 | $3,928+22.4% | $4,851-0.9% | $4,125+16.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |