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 | $90,957 | $49,177+85.0% | $79,464+14.5% | $64,186+41.7% |
| Participation rate | 66.0% | 65.0%+0.9pp | 73.3%-7.4pp | 69.6%-3.6pp |
| Annual return | -7.16% | -1.16%-6.0pp | 718.14%-725.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,548 | $2,076+22.7% | $2,800-9.0% | $2,381+7.0% |
| Participant deferral / active EE | $6,097 | $2,821+116.1% | $3,704+64.6% | $3,470+75.7% |
| Admin fee / account holder | $122 | $3,839-96.8% | $5,113-97.6% | $4,888-97.5% |