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 | $58,077 | $83,337-30.3% | $67,834-14.4% | $273,961-78.8% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 9.05% | 259.45%-250.4pp | 138.47%-129.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,847 | $3,287-13.4% | $2,403+18.4% | $4,869-41.5% |
| Participant deferral / active EE | $7,351 | $4,088+79.8% | $3,160+132.7% | $5,287+39.0% |
| Admin fee / account holder | $293 | $6,752-95.7% | $4,622-93.7% | $10,132-97.1% |