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 | $133,866 | $77,899+71.8% | $149,673-10.6% | $75,163+78.1% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 25.57% | 31.72%-6.1pp | 134.42%-108.8pp | 160.62%-135.0pp |
| Employer contribution / active EE | $709 | $3,137-77.4% | $4,818-85.3% | $2,670-73.4% |
| Participant deferral / active EE | $4,603 | $3,411+34.9% | $5,680-19.0% | $4,125+11.6% |
| Admin fee / account holder | $132 | $5,956-97.8% | $13,210-99.0% | $5,651-97.7% |