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 | $62,911 | $73,933-14.9% | $96,683-34.9% | $75,163-16.3% |
| Participation rate | 58.1% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.1pp |
| Annual return | 20.61% | 26.70%-6.1pp | 35.69%-15.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,235 | $2,928-23.7% | $3,737-40.2% | $2,670-16.3% |
| Participant deferral / active EE | $5,609 | $3,659+53.3% | $4,878+15.0% | $4,125+36.0% |
| Admin fee / account holder | $67 | $5,216-98.7% | $6,730-99.0% | $5,651-98.8% |