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 | $79,372 | $73,933+7.4% | $96,683-17.9% | $75,163+5.6% |
| Participation rate | 35.7% | 66.4%-30.7pp | 74.3%-38.6pp | 67.2%-31.5pp |
| Annual return | 20.60% | 26.70%-6.1pp | 35.69%-15.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,586 | $2,928-45.8% | $3,737-57.6% | $2,670-40.6% |
| Participant deferral / active EE | $3,675 | $3,659+0.4% | $4,878-24.7% | $4,125-10.9% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |