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 | $79,417 | $77,899+1.9% | $149,673-46.9% | $75,163+5.7% |
| Participation rate | 64.7% | 65.6%-0.9pp | 78.8%-14.1pp | 67.2%-2.5pp |
| Annual return | 14.03% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,507 | $3,137-52.0% | $4,818-68.7% | $2,670-43.5% |
| Participant deferral / active EE | $3,451 | $3,411+1.2% | $5,680-39.2% | $4,125-16.3% |
| Admin fee / account holder | $239 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |