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 | $134,745 | $104,251+29.3% | $91,001+48.1% | $147,584-8.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 29.49% | 27.06%+2.4pp | 4.60%+24.9pp | 578.55%-549.1pp |
| Employer contribution / active EE | $807 | $3,116-74.1% | $2,456-67.1% | $4,876-83.4% |
| Participant deferral / active EE | $2,324 | $4,195-44.6% | $3,547-34.5% | $5,439-57.3% |
| Admin fee / account holder | $266 | $8,948-97.0% | $5,417-95.1% | $10,885-97.6% |