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 | $79,699 | $76,552+4.1% | $123,892-35.7% | $62,891+26.7% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 10.69% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $2,964 | $2,883+2.8% | $4,617-35.8% | $2,281+29.9% |
| Participant deferral / active EE | $9,133 | $4,840+88.7% | $5,984+52.6% | $3,203+185.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |