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 | $58,661 | $106,515-44.9% | $96,683-39.3% | $139,434-57.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 40.83% | 38.43%+2.4pp | 35.69%+5.1pp | 372.94%-332.1pp |
| Employer contribution / active EE | $2,560 | $4,103-37.6% | $3,737-31.5% | $4,751-46.1% |
| Participant deferral / active EE | $6,390 | $5,454+17.2% | $4,878+31.0% | $6,710-4.8% |
| Admin fee / account holder | $63 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |