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 | $83,781 | $102,616-18.4% | $81,983+2.2% | $158,922-47.3% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.2%-0.8pp | 82.0%-13.5pp |
| Annual return | 34.62% | 61.04%-26.4pp | 41.31%-6.7pp | 302.83%-268.2pp |
| Employer contribution / active EE | $832 | $3,240-74.3% | $2,498-66.7% | $4,761-82.5% |
| Participant deferral / active EE | $2,130 | $4,648-54.2% | $3,722-42.8% | $5,982-64.4% |
| Admin fee / account holder | $116 | $8,235-98.6% | $5,664-98.0% | $11,246-99.0% |