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 | $95,965 | $103,949-7.7% | $69,182+38.7% | $273,961-65.0% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 1.73% | 35.28%-33.5pp | -21.93%+23.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,933 | $1,783+8.4% | $1,206+60.2% | $4,869-60.3% |
| Participant deferral / active EE | $7,880 | $2,716+190.1% | $1,897+315.4% | $5,287+49.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |