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 | $37,689 | $93,346-59.6% | $71,796-47.5% | $273,961-86.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 10.42% | 130.39%-120.0pp | 78.04%-67.6pp | 41.45%-31.0pp |
| Employer contribution / active EE | $2,221 | $2,733-18.7% | $1,924+15.4% | $4,869-54.4% |
| Participant deferral / active EE | $5,540 | $3,475+59.4% | $2,794+98.2% | $5,287+4.8% |
| Admin fee / account holder | $188 | $6,571-97.1% | $4,815-96.1% | $10,132-98.1% |