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 | $77,978 | $89,698-13.1% | $103,476-24.6% | $80,856-3.6% |
| Participation rate | 67.9% | 76.0%-8.1pp | 80.5%-12.7pp | 67.6%+0.2pp |
| Annual return | 11.56% | 22.78%-11.2pp | 23.90%-12.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,351 | $4,018+33.2% | $4,672+14.5% | $2,755+94.2% |
| Participant deferral / active EE | $6,953 | $5,456+27.4% | $6,623+5.0% | $4,296+61.8% |
| Admin fee / account holder | $205 | $6,768-97.0% | $9,413-97.8% | $6,918-97.0% |