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 | $56,357 | $85,766-34.3% | $136,294-58.6% | $70,131-19.6% |
| Participation rate | 69.7% | 74.2%-4.5pp | 81.9%-12.2pp | 69.5%+0.2pp |
| Annual return | 17.71% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,879 | $2,966-2.9% | $4,695-38.7% | $2,342+22.9% |
| Participant deferral / active EE | $4,217 | $5,051-16.5% | $6,247-32.5% | $3,332+26.6% |
| Admin fee / account holder | $108 | $5,420-98.0% | $9,243-98.8% | $4,645-97.7% |